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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

149 hedge funds and large institutions have $508M invested in Schwab US Dividend Equity ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
4.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
17
Increased
68
Reduced
40
Closed
19
Calls
$2.02M
Puts
$996K
Net Calls
+$1.03M
Net Calls Change
+$1.34M

Top Buyers

1
W
1
Wealthfront
California
$52.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$11.1M
4
Jane Street
4
Jane Street
New York
$5.51M
5
CC
5
Curian Capital
Colorado
$29.7M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$110K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
TCM
3
Tuttle Capital Management
Connecticut
$0
4
GC
4
Gratus Capital
Georgia
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$4.42M 346,218 +41,259 +14%
CMP
27
Courage Miller Partners
Virginia
$3.91M 305,922 +25,407 +9%
SWM
28
SVA Wealth Management
Wisconsin
$3.84M 300,510 +7,650 +3%
NDSI
29
Newman Dignan & Sheerar Inc
Rhode Island
$3.65M 285,927 -7,203 -2%
CP
30
Corbenic Partners
Pennsylvania
$2.71M 212,217 +112,644 +113%
NFG
31
Noven Financial Group
Colorado
$2.67M 208,830 +62,838 +43%
FWM
32
Frontier Wealth Management
Missouri
$2.58M 202,365 -4,473 -2%
NG
33
Northstar Group
New York
$2.37M 186,468 +32,418 +21%
BCMO
34
Buckingham Capital Management (Ohio)
Ohio
$2.2M 171,051 +15,078 +10%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$2.17M 170,334 +56,028 +49%
RJA
36
Raymond James & Associates
Florida
$2.05M 160,206 +160,206 New
Citigroup
37
Citigroup
New York
$2M 156,975 +6,225 +4%
EVC
38
Eidelman Virant Capital
Missouri
$1.99M 155,538 -6,429 -4%
UBS Group
39
UBS Group
Switzerland
$1.95M 152,649 -10,377 -6%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.92M 150,552 +5,619 +4%
MAS
41
Madden Advisory Services
Florida
$1.8M 140,718 -33,138 -19%
FIM
42
Frontier Investment Management
Texas
$1.71M 134,178 -49,923 -27%
LIM
43
Leavell Investment Management
Alabama
$1.71M 134,055 -540 -0.4%
RIA
44
Regal Investment Advisors
Michigan
$1.69M 132,609 +26,418 +25%
PAI
45
Pittenger & Anderson Inc
Nebraska
$1.69M 132,498 +55,446 +72%
ECML
46
Eagle Capital Management (Louisiana)
Louisiana
$1.61M 126,153 +1,014 +0.8%
SWM
47
Stockman Wealth Management
Montana
$1.58M 124,050 +15,834 +15%
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
$1.5M 117,150 -4,962 -4%
TRCT
49
Tower Research Capital (TRC)
New York
$1.48M 116,247 +110,688 +1,991%
AIG
50
American International Group
New York
$1.48M 115,908 -20,352 -15%
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