Schwab US Dividend Equity ETF
SCHD
SCHD
61 hedge funds and large institutions have $182M invested in Schwab US Dividend Equity ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 3 closing their positions.
Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
11
Increased
27
Reduced
16
Closed
3
Calls
–
Puts
$468K
Net Calls
-$468K
Net Calls Change
-$134K
Top Buyers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
WA
51
WFG Advisors
Dallas,
Texas
| $43K | 3,873 | -5,427 | -58% |
|
|
U
52
UBS
Zurich,
Switzerland
| $38K | 3,369 | +3,369 | New |
|
53
Creative Planning
Overland Park,
Kansas
| $35K | 3,126 | -1,800 | -37% |
|
|
OIA
54
Optimum Investment Advisors
Chicago,
Illinois
| $24K | 2,100 | +2,100 | New |
|
55
Nomura Holdings
Tokyo,
Japan
| $17K | 1,500 | +1,500 | New |
|
56
Brown Advisory
Baltimore,
Maryland
| $10K | 900 | – | – |
|
|
BC
57
Bartlett & Co
Cincinnati,
Ohio
| $8K | 690 | – | – |
|
|
CA
58
CapWealth Advisors
Franklin,
Tennessee
| $6K | 525 | – | – |
|
|
EK
59
Evensky & Katz
Coral Gables,
Florida
| $6K | 600 | – | – |
|
|
RJFSA
60
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | – | -546,966 | Closed |
|
|
DS
61
DRW Securities
Chicago,
Illinois
| – | – | -211,797 | Closed |
|
|
RIA
62
Regal Investment Advisors
Kentwood,
Michigan
| – | – | -16,983 | Closed |
|
63
Bank of Montreal
Toronto,
Ontario, Canada
| $0 | 18 | – | – |
|
|
EMA
64
Efficient Market Advisors
San Diego,
California
| $0 | 15 | +15 | New |
|