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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

223 hedge funds and large institutions have $831M invested in Schwab US Dividend Equity ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 42 reducing their positions, and 18 closing their positions.

Holders
223
Holders Change
+28
Holders Change %
+14.36%
% of All Funds
5.96%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
48
Increased
101
Reduced
42
Closed
18
Calls
$2.84M
Puts
$787K
Net Calls
+$2.05M
Net Calls Change
+$2.29M

Top Buyers

1
AA
1
Apriem Advisors
California
$29.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$77.2M
3
W
3
Wealthfront
California
$115M
4
OIM
4
Opus Investment Management
Massachusetts
$18.8M
5
Bank of America
5
Bank of America
North Carolina
$34.3M

Top Sellers

1
PMG
1
ProVise Management Group
Florida
$7.87M
2
LPL Financial
2
LPL Financial
California
$8.13M
3
CCP
3
Cardan Capital Partners
Colorado
$0
4
BJ
4
Brouwer & Janachowski
California
$0
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$6.52M +$984K +71,229 +18%
FWM
27
Frontier Wealth Management
Missouri
$6.12M +$2.3M +166,593 +60%
Citigroup
28
Citigroup
New York
$5.87M +$4.9M +354,615 +503%
CA
29
Capital Advantage
California
$5.81M +$3.64M +263,343 +168%
REMPR
30
Roof Eidam Maycock Peralta (REMP)
California
$5.81M +$5.81M +420,216 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$5.8M +$1.14M +82,461 +24%
SBL
32
Sargent Bickham Lagudis
Colorado
$5.54M +$214K +15,519 +4%
KFP
33
Keystone Financial Planning
Ohio
$5.53M +$141K +10,182 +3%
PA
34
Planning Alternatives
Michigan
$5.44M +$42.9K +3,108 +0.8%
KIA
35
KCM Investment Advisors
California
$5.38M +$110K +7,944 +2%
LPT
36
Legacy Private Trust
Wisconsin
$5.1M +$623K +45,114 +14%
CMP
37
Courage Miller Partners
Virginia
$4.76M -$74.6K -5,400 -2%
UCFA
38
United Capital Financial Advisors
Texas
$4.6M -$469K -34,335 -9%
SWM
39
SVA Wealth Management
Wisconsin
$4.6M +$166K +12,051 +4%
NFG
40
Noven Financial Group
Colorado
$4.58M +$542K +39,264 +13%
RIA
41
Regal Investment Advisors
Michigan
$4.02M +$322K +23,328 +9%
QCMNJ
42
Quantum Capital Management (New Jersey)
New Jersey
$4.02M -$812K -58,782 -17%
LYV
43
Live Your Vision
Pennsylvania
$3.95M -$304K -22,038 -7%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.94M +$2M +144,855 +103%
AG
45
Advisor Group
Arizona
$3.87M +$3.87M +280,629 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$3.69M +$3.69M +267,417 New
PAI
47
Pittenger & Anderson Inc
Nebraska
$3.66M +$369K +26,694 +11%
CP
48
Corbenic Partners
Pennsylvania
$3.59M -$527K -38,136 -13%
NG
49
Northstar Group
New York
$3.48M +$307K +22,218 +10%
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$3.44M -$1.04M -75,315 -23%
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