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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

263 hedge funds and large institutions have $1.2B invested in Schwab US Dividend Equity ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 10 closing their positions.

Holders
263
Holders Change
+24
Holders Change %
+10.04%
% of All Funds
6.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.53%
New
40
Increased
123
Reduced
63
Closed
10
Calls
$5.29M
Puts
$444K
Net Calls
+$4.85M
Net Calls Change
+$647K

Top Buyers

1
QI
1
QS Investors
New York
$36.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$154M
3
CCP
3
Cardan Capital Partners
Colorado
$6.72M
4
RJA
4
Raymond James & Associates
Florida
$5.84M
5
UBS Group
5
UBS Group
Switzerland
$31.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
AA
2
Apriem Advisors
California
$23M
3
GC
3
Gratus Capital
Georgia
$255K
4
W
4
Wealthfront
California
$135M
5
OIM
5
Opus Investment Management
Massachusetts
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$8.62M 593,667 +63,477 +12%
CA
27
Capital Advantage
California
$7.93M 546,279 +61,746 +13%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$7.67M 527,844 +56,130 +12%
HCM
29
Hengehold Capital Management
Ohio
$7.27M 500,235 -10,983 -2%
KIA
30
KCM Investment Advisors
California
$7.17M 493,662 +101,418 +26%
NDSI
31
Newman Dignan & Sheerar Inc
Rhode Island
$6.87M 473,307 +1,176 +0.2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$6.78M 466,875 +78,471 +20%
CCP
33
Cardan Capital Partners
Colorado
$6.72M 462,444 +462,444 New
AG
34
Advisor Group
Arizona
$6.44M 443,343 +64,050 +17%
SWM
35
SVA Wealth Management
Wisconsin
$6.17M 424,581 +75,156 +22%
PA
36
Planning Alternatives
Michigan
$5.93M 408,177 +2,481 +0.6%
KFP
37
Keystone Financial Planning
Ohio
$5.9M 406,266 +2,100 +0.5%
RJA
38
Raymond James & Associates
Florida
$5.84M 401,889 +347,160 +634%
LPT
39
Legacy Private Trust
Wisconsin
$5.39M 371,430 +12,606 +4%
KSA
40
Ken Stern & Associates
California
$5.38M 370,071 +10,599 +3%
DADC
41
D.A. Davidson & Co
Montana
$5.14M 354,003 +138,222 +64%
CMP
42
Courage Miller Partners
Virginia
$5.11M 351,621 -1,563 -0.4%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$5.06M 348,351 +241,938 +227%
UCFA
44
United Capital Financial Advisors
Texas
$4.94M 340,134 -32,964 -9%
PAI
45
Pittenger & Anderson Inc
Nebraska
$4.86M 334,821 +61,872 +23%
NFG
46
Noven Financial Group
Colorado
$4.77M 328,731 -332,220 -50%
RIA
47
Regal Investment Advisors
Michigan
$4.42M 304,461 +11,538 +4%
QCMNJ
48
Quantum Capital Management (New Jersey)
New Jersey
$4.23M 291,045 +1,953 +0.7%
AWS
49
AJ Wealth Strategies
New York
$4.08M 281,202 +281,202 New
CP
50
Corbenic Partners
Pennsylvania
$3.99M 274,968 +9,294 +3%
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