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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

106 hedge funds and large institutions have $323M invested in Schwab US Dividend Equity ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
17
Increased
53
Reduced
21
Closed
9
Calls
–
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$226K

Top Buyers

1
CC
1
Curian Capital
Colorado
$20.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.4M
3
MIH
3
Madison Investment Holdings
Wisconsin
$13.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$9.62M
5
KFS
5
KMS Financial Services
Washington
$3.38M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$351K
2
FIM
2
Frontier Investment Management
Texas
$8.37M
3
DS
3
DRW Securities
Illinois
$0
4
AI
4
Atria Investments
North Carolina
$7.47M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
51
Stearns Financial Services Group
North Carolina
$557K +$48K +3,762 +9%
TFA
52
Toth Financial Advisory
Virginia
$551K +$39.4K +3,093 +8%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$527K +$229K +17,919 +77%
MIAN
54
Mariner Independent Advisor Network
Kansas
$504K +$504K +39,531 New
CIA
55
Capital Investment Advisors
Georgia
$504K +$3.44K +270 +0.7%
Mariner
56
Mariner
Kansas
$503K +$503K +39,414 New
GIA
57
GHP Investment Advisors
Colorado
$481K +$7.78K +609 +2%
CP
58
Corbenic Partners
Pennsylvania
$437K +$378K +29,664 +642%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$419K +$84.7K +6,645 +25%
IFS
60
Ifrah Financial Services
Arkansas
$416K +$416K +32,586 New
PAG
61
Private Advisor Group
New Jersey
$412K -$19.7K -1,545 -5%
RC
62
Roundview Capital
New Jersey
$401K +$64.2K +5,025 +19%
BSB
63
Bangor Savings Bank
Maine
$388K +$164K +12,810 +73%
Goldman Sachs
64
Goldman Sachs
New York
$351K -$19M -1,493,451 -98%
RWM
65
Rench Wealth Management
Texas
$319K +$319K +25,002 New
OAM
66
Occidental Asset Management
California
$318K – – –
ACM
67
Avalon Capital Management
California
$268K – – –
OC
68
Oarsman Capital
Wisconsin
$268K +$38.6K +3,033 +17%
FWP
69
FAS Wealth Partners
Kansas
$268K +$268K +21,000 New
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$255K +$20.7K +1,626 +9%
SMC
71
Smith, Moore & Co
Missouri
$250K +$250K +19,620 New
ACM
72
Alpha Capital Management
Texas
$243K +$243K +19,017 New
SIC
73
Salem Investment Counselors
North Carolina
$234K +$727 +57 +0.3%
Jane Street
74
Jane Street
New York
$217K -$51.2K -4,002 -19%
S
75
SignatureFD
Georgia
$214K +$48.8K +3,822 +30%
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