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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

195 hedge funds and large institutions have $642M invested in Schwab US Dividend Equity ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
86
Reduced
52
Closed
20
Calls
$660K
Puts
$904K
Net Calls
-$244K
Net Calls Change
-$217K

Top Buyers

1
W
1
Wealthfront
California
$91.5M
2
SMG
2
Spectrum Management Group
Indiana
$21.4M
3
CSIA
3
Charles Schwab Investment Advisory
California
$45.9M
4
FIM
4
Frontier Investment Management
Texas
$8.78M
5
HCM
5
Hengehold Capital Management
Ohio
$23.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
HB
2
Homrich & Berg
Georgia
$20.9M
3
QI
3
QS Investors
New York
$1.13M
4
AA
4
Apriem Advisors
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$6.17M
Name Market Value Shares Shares
Change 		Shares
Change %
SBL
26
Sargent Bickham Lagudis
Colorado
$5.15M 128,487 +128,487 New
KIA
27
KCM Investment Advisors
California
$5.1M 127,131 +4,132 +3%
UCFA
28
United Capital Financial Advisors
Texas
$4.96M 123,613 +13,220 +12%
GC
29
Gratus Capital
Georgia
$4.77M 119,082 +113,877 +2,188%
CMP
30
Courage Miller Partners
Virginia
$4.67M 116,570 -6,659 -5%
QCMNJ
31
Quantum Capital Management (New Jersey)
New Jersey
$4.67M 116,475 +470 +0.4%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.51M 112,461 +13,781 +14%
SFWA
33
Summit Financial Wealth Advisors
Louisiana
$4.34M 108,181 +5,882 +6%
LPT
34
Legacy Private Trust
Wisconsin
$4.34M 108,138 +76,052 +237%
SWM
35
SVA Wealth Management
Wisconsin
$4.29M 106,935 +2,711 +3%
LYV
36
Live Your Vision
Pennsylvania
$4.12M 102,701 -2,748 -3%
Ameriprise
37
Ameriprise
Minnesota
$4.08M 101,712 +43,588 +75%
CP
38
Corbenic Partners
Pennsylvania
$3.98M 99,218 +3,177 +3%
NFG
39
Noven Financial Group
Colorado
$3.91M 97,509 +13,284 +16%
FWM
40
Frontier Wealth Management
Missouri
$3.7M 92,201 +8,512 +10%
RIA
41
Regal Investment Advisors
Michigan
$3.57M 89,159 +3,406 +4%
SA
42
Strategic Advisors
New York
$3.33M 82,957 +697 +0.8%
PAI
43
Pittenger & Anderson Inc
Nebraska
$3.19M 79,453 +10,591 +15%
NG
44
Northstar Group
New York
$3.07M 76,475 +6,906 +10%
AIG
45
American International Group
New York
$2.93M 73,131 +11,435 +19%
HCP
46
Holt Capital Partners
Texas
$2.8M 69,760 +7,725 +12%
MNA
47
Manning & Napier Advisors
New York
– – – –
LIM
48
Leavell Investment Management
Alabama
$2.4M 59,895 +6,355 +12%
SWM
49
Stockman Wealth Management
Montana
$2.3M 57,282 +2,241 +4%
CA
50
Capital Advantage
California
$2.1M 52,291 +9,538 +22%
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