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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

302 hedge funds and large institutions have $1.53B invested in Schwab US Dividend Equity ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
31
Increased
144
Reduced
86
Closed
17
Calls
$2.53M
Puts
$1.04M
Net Calls
+$1.49M
Net Calls Change
+$806K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$327M
2
W
2
Wealthfront
California
$211M
3
Wells Fargo
3
Wells Fargo
California
$21.3M
4
TSS
4
Two Sigma Securities
New York
$9.68M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$10.7M

Top Sellers

1
OIM
1
Opus Investment Management
Massachusetts
$22.1M
2
SMG
2
Spectrum Management Group
Indiana
$21M
3
FWM
3
Frontier Wealth Management
Missouri
$2.22M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$668K
5
Jane Street
5
Jane Street
New York
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
WIP
26
Wellesley Investment Partners
Massachusetts
$10.8M 230,571 +2,881 +1%
AWMG
27
Alliance Wealth Management Group
New Jersey
$10.7M 229,668 +125,232 +120%
WIC
28
Whitegate Investment Counselors
New Hampshire
$10.3M 220,687 -1,409 -0.6%
TSS
29
Two Sigma Securities
New York
$9.68M 206,850 +199,932 +2,890%
CA
30
Capital Advantage
California
$9.45M 201,945 +6,149 +3%
GWM
31
Geneos Wealth Management
Colorado
$9.44M 201,700 -3,071 -1%
HCM
32
Hengehold Capital Management
Ohio
$8.54M 182,448 +12,372 +7%
AG
33
Advisor Group
Arizona
$8.28M 176,894 +6,222 +4%
RJA
34
Raymond James & Associates
Florida
$8.23M 175,748 +4,992 +3%
KIA
35
KCM Investment Advisors
California
$8.08M 172,649 +3,387 +2%
FSA
36
Financial Sense Advisors
California
$7.8M 166,598 +6,461 +4%
NDSI
37
Newman Dignan & Sheerar Inc
Rhode Island
$7.53M 160,888 +3,322 +2%
PA
38
Planning Alternatives
Michigan
$7.26M 155,081 +2,538 +2%
SWM
39
SVA Wealth Management
Wisconsin
$7.08M 151,298 +5,705 +4%
KFP
40
Keystone Financial Planning
Ohio
$6.58M 140,491 +2,403 +2%
VA
41
Valmark Advisers
Ohio
$6.51M 139,144 +23,625 +20%
SFM
42
Signature Financial Management
Virginia
$6.45M 137,819 +4,239 +3%
CCP
43
Cardan Capital Partners
Colorado
$6.38M 136,390 -1,277 -0.9%
CMP
44
Courage Miller Partners
Virginia
$6.13M 130,952 +2,541 +2%
UCFA
45
United Capital Financial Advisors
Texas
$5.55M 118,517 -2,669 -2%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$5.55M 118,488 -47,527 -29%
NFG
47
Noven Financial Group
Colorado
$5.35M 114,353 -1,221 -1%
LPT
48
Legacy Private Trust
Wisconsin
$5.22M 111,518 +3,690 +3%
YMRC
49
Yorktown Management & Research Company
Virginia
$5.15M 110,000 +10,000 +10%
RIA
50
Regal Investment Advisors
Michigan
$5.11M 109,140 -868 -0.8%
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