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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

88 hedge funds and large institutions have $249M invested in Schwab US Dividend Equity ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
88
Holders Change
+27
Holders Change %
+44.26%
% of All Funds
2.56%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
29
Increased
39
Reduced
8
Closed
2
Calls
$249K
Puts
$543K
Net Calls
-$294K
Net Calls Change
+$174K

Top Buyers

1
BJ
1
Brouwer & Janachowski
California
$8.19M
2
AAC
2
Asset Advisors Corp
Georgia
$40M
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$4.55M
4
KFP
4
Keystone Financial Planning
Ohio
$4.06M
5
Bank of America
5
Bank of America
North Carolina
$3.96M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$8.72M
2
FAAS
2
First Allied Advisory Services
California
$492K
3
AI
3
Atria Investments
North Carolina
$10.1M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
51
Capital Investment Advisors
Georgia
$457K 12,453 +12,453 New
PAG
52
Private Advisor Group
New Jersey
$440K 12,003 +12,003 New
ST
53
Sageworth Trust
Pennsylvania
$428K 11,675 +4,121 +55%
ACM
54
Avalon Capital Management
California
$330K 9,000 – –
SFSG
55
Stearns Financial Services Group
North Carolina
$309K 8,441 +1,429 +20%
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$294K 8,012 +8,012 New
KCM
57
Kornitzer Capital Management
Kansas
$270K 7,377 +7,377 New
Bank of New York Mellon
58
Bank of New York Mellon
New York
$252K 6,879 -185 -3%
TFA
59
Toth Financial Advisory
Virginia
$252K 6,866 +6,866 New
RC
60
Roundview Capital
New Jersey
$242K 6,590 – –
EWM
61
Edge Wealth Management
New York
$238K 6,519 +605 +10%
PP
62
Patten & Patten
Tennessee
$215K 5,863 +5,863 New
SIC
63
Salem Investment Counselors
North Carolina
$211K 5,748 +5,748 New
OC
64
Oarsman Capital
Wisconsin
$208K 5,681 +5,681 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$192K 5,233 +5,233 New
WRM
66
Westport Resources Management
Connecticut
$172K 4,700 +4,700 New
U
67
UBS
Switzerland
$157K 4,280 +3,157 +281%
S
68
SignatureFD
Georgia
$142K 3,876 +1,292 +50%
DAM
69
Delta Asset Management
Tennessee
$139K 3,804 – –
Ameriprise
70
Ameriprise
Minnesota
$136K 3,701 +3,701 New
PI
71
Placemark Investments
Illinois
$72K 1,973 +1,973 New
MFS
72
MSI Financial Services
Massachusetts
$70K 1,909 +439 +30%
KCPG
73
Kavar Capital Partners Group
Kansas
$61K 1,687 +1,687 New
Creative Planning
74
Creative Planning
Kansas
$45K 1,240 +198 +19%
WA
75
WFG Advisors
Texas
$42K 1,143 -148 -11%
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