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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

268 hedge funds and large institutions have $1.26B invested in Schwab US Dividend Equity ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 25 closing their positions.

Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
6.68%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
32
Increased
127
Reduced
68
Closed
25
Calls
$1.56M
Puts
$593K
Net Calls
+$967K
Net Calls Change
-$3.88M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$211M
2
Jane Street
2
Jane Street
New York
$19.3M
3
W
3
Wealthfront
California
$152M
4
GWM
4
Geneos Wealth Management
Colorado
$9.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
QI
1
QS Investors
New York
$0
2
APP
2
Avantax Planning Partners
Iowa
$102M
3
AA
3
Apriem Advisors
California
$9.15M
4
Bank of America
4
Bank of America
North Carolina
$29.7M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$9.41M 632,970 +621,438 +5,389%
AA
27
Apriem Advisors
California
$9.15M 615,708 -966,117 -61%
Wells Fargo
28
Wells Fargo
California
$8.95M 602,328 +8,661 +1%
CA
29
Capital Advantage
California
$8.38M 563,949 +17,670 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$8.26M 556,074 +89,199 +19%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$8.18M 550,464 +22,620 +4%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$8.03M 540,039 +191,688 +55%
HCM
33
Hengehold Capital Management
Ohio
$7.53M 506,826 +6,591 +1%
KIA
34
KCM Investment Advisors
California
$7.5M 504,567 +10,905 +2%
AG
35
Advisor Group
Arizona
$7.28M 489,855 +46,512 +10%
RJA
36
Raymond James & Associates
Florida
$7.25M 487,722 +85,833 +21%
DADC
37
D.A. Davidson & Co
Montana
$6.79M 456,663 +102,660 +29%
SWM
38
SVA Wealth Management
Wisconsin
$6.59M 443,604 +19,023 +4%
PA
39
Planning Alternatives
Michigan
$6.4M 430,419 +22,242 +5%
KFP
40
Keystone Financial Planning
Ohio
$6.08M 409,296 +3,030 +0.7%
CCP
41
Cardan Capital Partners
Colorado
$6.01M 404,109 -58,335 -13%
UCFA
42
United Capital Financial Advisors
Texas
$5.75M 386,964 +46,830 +14%
CMP
43
Courage Miller Partners
Virginia
$5.53M 371,985 +20,364 +6%
LPT
44
Legacy Private Trust
Wisconsin
$5.17M 347,949 -23,481 -6%
FWM
45
Frontier Wealth Management
Missouri
$4.99M 335,538 +133,545 +66%
NFG
46
Noven Financial Group
Colorado
$4.94M 332,244 +3,513 +1%
RIA
47
Regal Investment Advisors
Michigan
$4.7M 316,290 +11,829 +4%
SBL
48
Sargent Bickham Lagudis
Colorado
$4.63M 311,280 +62,844 +25%
AWMG
49
Alliance Wealth Management Group
New Jersey
$4.51M 301,266 +301,266 New
SFM
50
Signature Financial Management
Virginia
$4.41M 296,433 +66,957 +29%
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