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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

239 hedge funds and large institutions have $1.18B invested in Schwab US Dividend Equity ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
239
Holders Change
+16
Holders Change %
+7.17%
% of All Funds
6.39%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
27
Increased
116
Reduced
61
Closed
7
Calls
$4.6M
Puts
$406K
Net Calls
+$4.2M
Net Calls Change
+$2.15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$275M
2
CSIA
2
Charles Schwab Investment Advisory
California
$119M
3
W
3
Wealthfront
California
$139M
4
Citigroup
4
Citigroup
New York
$14.3M
5
GC
5
Gratus Capital
Georgia
$9M

Top Sellers

1
FIM
1
Frontier Investment Management
Texas
$9.87M
2
HCM
2
Hengehold Capital Management
Ohio
$7.21M
3
Jane Street
3
Jane Street
New York
$576K
4
FWM
4
Frontier Wealth Management
Missouri
$2.72M
5
FA
5
Fagan Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$8.23M -$417K -29,559 -5%
Wells Fargo
27
Wells Fargo
California
$7.48M +$822K +58,263 +12%
HCM
28
Hengehold Capital Management
Ohio
$7.21M -$16M -1,134,513 -69%
CA
29
Capital Advantage
California
$6.83M +$907K +64,317 +15%
NDSI
30
Newman Dignan & Sheerar Inc
Rhode Island
$6.66M -$34.4K -2,436 -0.5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$6.65M +$732K +51,870 +12%
PA
32
Planning Alternatives
Michigan
$5.72M +$164K +11,628 +3%
KFP
33
Keystone Financial Planning
Ohio
$5.7M +$54.8K +3,888 +1%
KIA
34
KCM Investment Advisors
California
$5.53M +$41K +2,907 +0.7%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$5.48M +$1.45M +102,990 +36%
AG
36
Advisor Group
Arizona
$5.35M +$1.39M +98,664 +35%
UCFA
37
United Capital Financial Advisors
Texas
$5.26M +$516K +36,594 +11%
KSA
38
Ken Stern & Associates
California
$5.07M -$20.9K -1,485 -0.4%
LPT
39
Legacy Private Trust
Wisconsin
$5.06M -$151K -10,704 -3%
CMP
40
Courage Miller Partners
Virginia
$4.98M +$125K +8,874 +3%
SWM
41
SVA Wealth Management
Wisconsin
$4.93M +$234K +16,569 +5%
RIA
42
Regal Investment Advisors
Michigan
$4.13M +$29.9K +2,118 +0.7%
QCMNJ
43
Quantum Capital Management (New Jersey)
New Jersey
$4.08M -$21.9K -1,551 -0.5%
LYV
44
Live Your Vision
Pennsylvania
$3.99M -$47K -3,330 -1%
PAI
45
Pittenger & Anderson Inc
Nebraska
$3.85M +$111K +7,896 +3%
CP
46
Corbenic Partners
Pennsylvania
$3.75M +$86.8K +6,156 +2%
NG
47
Northstar Group
New York
$3.64M +$89.1K +6,318 +3%
SFWA
48
Summit Financial Wealth Advisors
Louisiana
$3.47M -$48.6K -3,447 -1%
HCP
49
Holt Capital Partners
Texas
$3.26M -$95.8K -6,795 -3%
PCP
50
Proficio Capital Partners
Massachusetts
$3.2M -$125K -8,835 -4%
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