SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

186 hedge funds and large institutions have $862M invested in Schwab US Dividend Equity ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+29
Holders Change %
+18.47%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.42%
New
42
Increased
75
Reduced
44
Closed
12
Calls
$517K
Puts
$544K
Net Calls
-$27K
Net Calls Change
-$419K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$301M
2
QI
2
QS Investors
New York
$23.9M
3
UBS Group
3
UBS Group
Switzerland
$18.3M
4
W
4
Wealthfront
California
$61.5M
5
CSIA
5
Charles Schwab Investment Advisory
California
$27.4M

Top Sellers

1
HB
1
Homrich & Berg
Georgia
$47.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$2M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$13.6M
4
AI
4
Atria Investments
North Carolina
$0
5
GC
5
Gratus Capital
Georgia
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$4.26M -$34.7K -2,700 -0.8%
LYV
27
Live Your Vision
Pennsylvania
$4.07M -$727K -56,601 -15%
SWM
28
SVA Wealth Management
Wisconsin
$4.02M +$122K +9,453 +3%
SFWA
29
Summit Financial Wealth Advisors
Louisiana
$3.95M +$3.95M +306,897 New
NDSI
30
Newman Dignan & Sheerar Inc
Rhode Island
$3.91M +$129K +10,035 +3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$3.81M +$1.74M +135,105 +84%
CP
32
Corbenic Partners
Pennsylvania
$3.7M -$345K -26,880 -9%
CC
33
Curian Capital
Colorado
$3.64M -$2.27M -176,652 -38%
RIA
34
Regal Investment Advisors
Michigan
$3.31M +$898K +69,852 +37%
NFG
35
Noven Financial Group
Colorado
$3.25M +$573K +44,556 +21%
FWM
36
Frontier Wealth Management
Missouri
$3.23M -$263K -20,493 -8%
SA
37
Strategic Advisors
New York
$3.17M -$98.9K -7,692 -3%
PA
38
Planning Alternatives
Michigan
$3.02M +$1.27M +98,886 +73%
NG
39
Northstar Group
New York
$2.68M +$285K +22,218 +12%
PAI
40
Pittenger & Anderson Inc
Nebraska
$2.66M +$298K +23,181 +13%
HCP
41
Holt Capital Partners
Texas
$2.39M +$183K +14,250 +8%
Ameriprise
42
Ameriprise
Minnesota
$2.39M +$1.13M +82,845 +91%
AIG
43
American International Group
New York
$2.38M +$1.11M +86,055 +87%
Jane Street
44
Jane Street
New York
$2.29M +$2.29M +178,221 New
SWM
45
Stockman Wealth Management
Montana
$2.15M +$61.8K +4,743 +3%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$2.11M +$27.8K +2,163 +1%
FIM
47
Frontier Investment Management
Texas
$2.1M +$205K +15,984 +11%
LIM
48
Leavell Investment Management
Alabama
$2.07M +$342K +26,565 +20%
Goldman Sachs
49
Goldman Sachs
New York
$2M -$11M -854,535 -85%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.88M -$940K -73,161 -33%
1
2
3 4 5