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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

99 hedge funds and large institutions have $272M invested in Schwab US Dividend Equity ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.86%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
46
Reduced
24
Closed
5
Calls
–
Puts
$428K
Net Calls
-$428K
Net Calls Change
-$134K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.7M
2
HB
2
Homrich & Berg
Georgia
$54.4M
3
LPL Financial
3
LPL Financial
California
$3.84M
4
AAC
4
Asset Advisors Corp
Georgia
$43.1M
5
DS
5
DRW Securities
Illinois
$3.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
FFS
2
Founders Financial Securities
Maryland
$0
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$1.44M
4
SG Americas Securities
4
SG Americas Securities
New York
$194K
5
AI
5
Atria Investments
North Carolina
$8.02M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
51
GHP Investment Advisors
Colorado
$455K 37,068 -1,344 -3%
ST
52
Sageworth Trust
Pennsylvania
$430K 35,025 – –
PAG
53
Private Advisor Group
New Jersey
$416K 33,855 -2,154 -6%
KIA
54
KCM Investment Advisors
California
$390K 31,785 +31,785 New
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$361K 29,367 +5,331 +22%
U
56
UBS
Switzerland
$355K 28,929 +16,089 +125%
RC
57
Roundview Capital
New Jersey
$324K 26,385 +6,615 +33%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$322K 26,211 -14,172 -35%
GKIM
59
GW&K Investment Management
Massachusetts
$308K 25,044 +25,044 New
OAM
60
Occidental Asset Management
California
$306K 24,900 +24,900 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$287K 23,370 -72,384 -76%
Jane Street
62
Jane Street
New York
$258K 20,979 -34,500 -62%
ACM
63
Avalon Capital Management
California
$258K 21,000 -6,000 -22%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$254K 20,670 +33 +0.2%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$226K 18,402 +18,402 New
SIC
66
Salem Investment Counselors
North Carolina
$225K 18,282 +1,038 +6%
EWM
67
Edge Wealth Management
New York
$221K 17,952 -1,605 -8%
OC
68
Oarsman Capital
Wisconsin
$221K 18,012 +969 +6%
BSB
69
Bangor Savings Bank
Maine
$216K 17,580 +17,580 New
TNBTD
70
Trustmark National Bank Trust Department
Mississippi
$203K 16,500 +16,500 New
SG Americas Securities
71
SG Americas Securities
New York
$194K 15,795 -199,680 -93%
WRM
72
Westport Resources Management
Connecticut
$192K 15,600 +1,500 +11%
Ameriprise
73
Ameriprise
Minnesota
$182K 14,853 +3,750 +34%
S
74
SignatureFD
Georgia
$159K 12,939 +1,311 +11%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$144K 11,682 +11,004 +1,623%
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