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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

289 hedge funds and large institutions have $1.35B invested in Schwab US Dividend Equity ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 14 closing their positions.

Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
7.22%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
131
Reduced
84
Closed
14
Calls
$1.81M
Puts
$1.12M
Net Calls
+$687K
Net Calls Change
-$280K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$266M
2
W
2
Wealthfront
California
$173M
3
OIM
3
Opus Investment Management
Massachusetts
$26.1M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.2M
5
YMRC
5
Yorktown Management & Research Company
Virginia
$4.51M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.6M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.65M
3
AA
3
Apriem Advisors
California
$1.15M
4
MIH
4
Madison Investment Holdings
Wisconsin
$26.5M
5
APP
5
Avantax Planning Partners
Iowa
$99.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$9.58M 637,146 +34,818 +6%
GWM
27
Geneos Wealth Management
Colorado
$9.44M 614,313 -18,657 -3%
DADC
28
D.A. Davidson & Co
Montana
$8.95M 595,317 +138,654 +30%
CA
29
Capital Advantage
California
$8.83M 587,388 +23,439 +4%
RJA
30
Raymond James & Associates
Florida
$7.7M 512,268 +24,546 +5%
AG
31
Advisor Group
Arizona
$7.7M 512,016 +22,161 +5%
HCM
32
Hengehold Capital Management
Ohio
$7.67M 510,228 +3,402 +0.7%
KIA
33
KCM Investment Advisors
California
$7.63M 507,786 +3,219 +0.6%
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$7.49M 498,045 -41,994 -8%
FSA
35
Financial Sense Advisors
California
$7.22M 480,411 +235,059 +96%
NDSI
36
Newman Dignan & Sheerar Inc
Rhode Island
$7.11M 472,698 -39,330 -8%
PA
37
Planning Alternatives
Michigan
$6.88M 457,629 +27,210 +6%
SWM
38
SVA Wealth Management
Wisconsin
$6.57M 436,779 -6,825 -2%
KFP
39
Keystone Financial Planning
Ohio
$6.23M 414,264 +4,968 +1%
CCP
40
Cardan Capital Partners
Colorado
$6.21M 413,001 +8,892 +2%
SWP
41
Stratos Wealth Partners
Ohio
$6.2M 412,584 +397,773 +2,686%
SFM
42
Signature Financial Management
Virginia
$6.03M 400,740 +104,307 +35%
CMP
43
Courage Miller Partners
Virginia
$5.79M 385,233 +13,248 +4%
Jane Street
44
Jane Street
New York
$5.6M 372,426 -927,615 -71%
UCFA
45
United Capital Financial Advisors
Texas
$5.47M 363,558 -23,406 -6%
FWM
46
Frontier Wealth Management
Missouri
$5.24M 348,618 +13,080 +4%
NFG
47
Noven Financial Group
Colorado
$5.21M 346,722 +14,478 +4%
VA
48
Valmark Advisers
Ohio
$5.21M 346,557 +68,100 +24%
O
49
OppenheimerFunds
New York
$5.1M 339,528 +50,130 +17%
RIA
50
Regal Investment Advisors
Michigan
$4.96M 330,024 +13,734 +4%
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