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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

157 hedge funds and large institutions have $463M invested in Schwab US Dividend Equity ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 15 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
4.39%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
25
Increased
53
Reduced
55
Closed
15
Calls
$1.33M
Puts
$938K
Net Calls
+$392K
Net Calls Change
-$634K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$21.1M
2
CSIA
2
Charles Schwab Investment Advisory
California
$17.1M
3
QCMNJ
3
Quantum Capital Management (New Jersey)
New Jersey
$4.39M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.1M
5
GC
5
Gratus Capital
Georgia
$3.77M

Top Sellers

1
CC
1
Curian Capital
Colorado
$5.51M
2
AA
2
Apriem Advisors
California
$142K
3
W
3
Wealthfront
California
$43.1M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$18.5M
5
Wells Fargo
5
Wells Fargo
California
$6.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CP
26
Corbenic Partners
Pennsylvania
$3.78M 315,003 +102,786 +48%
GC
27
Gratus Capital
Georgia
$3.77M 314,961 +314,961 New
SWM
28
SVA Wealth Management
Wisconsin
$3.63M 303,219 +2,709 +0.9%
NDSI
29
Newman Dignan & Sheerar Inc
Rhode Island
$3.52M 294,051 +8,124 +3%
FWM
30
Frontier Wealth Management
Missouri
$3.25M 271,560 +69,195 +34%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.14M 261,732 +190,377 +267%
SA
32
Strategic Advisors
New York
$3.05M 254,472 -219,849 -46%
UBS Group
33
UBS Group
Switzerland
$2.63M 219,570 +66,921 +44%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.63M 219,573 +219,573 New
MNA
35
Manning & Napier Advisors
New York
– – – –
NFG
36
Noven Financial Group
Colorado
$2.49M 208,119 -711 -0.3%
NG
37
Northstar Group
New York
$2.26M 186,489 +21 +0%
RIA
38
Regal Investment Advisors
Michigan
$2.25M 187,407 +54,798 +41%
PAI
39
Pittenger & Anderson Inc
Nebraska
$2.2M 183,405 +50,907 +38%
HCP
40
Holt Capital Partners
Texas
$2.06M 171,855 +66,555 +63%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.94M 161,853 +11,301 +8%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.93M 160,935 -9,399 -6%
SWM
43
Stockman Wealth Management
Montana
$1.92M 160,380 +36,330 +29%
FIM
44
Frontier Investment Management
Texas
$1.77M 147,471 +13,293 +10%
PA
45
Planning Alternatives
Michigan
$1.63M 135,738 +135,738 New
LIM
46
Leavell Investment Management
Alabama
$1.61M 134,055 – –
CK
47
Carnick & Kubik
Colorado
$1.55M 129,276 +129,276 New
EVC
48
Eidelman Virant Capital
Missouri
$1.53M 127,635 -27,903 -18%
ECML
49
Eagle Capital Management (Louisiana)
Louisiana
$1.45M 120,918 -5,235 -4%
VCAM
50
Van Cleef Asset Management
Ohio
$1.4M 116,778 +16,629 +17%
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