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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

109 hedge funds and large institutions have $371M invested in Schwab US Dividend Equity ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
3.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
10
Increased
59
Reduced
26
Closed
7
Calls
–
Puts
$837K
Net Calls
-$837K
Net Calls Change
-$183K

Top Buyers

1
MIH
1
Madison Investment Holdings
Wisconsin
$25.1M
2
CC
2
Curian Capital
Colorado
$28.9M
3
W
3
Wealthfront
California
$7.12M
4
HB
4
Homrich & Berg
Georgia
$61.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$14.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Citigroup
2
Citigroup
New York
$1.93M
3
TRCT
3
Tower Research Capital (TRC)
New York
$54K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
5
MAS
5
Madden Advisory Services
Florida
$4.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$632K +$632K +49,173 New
WCM
52
Wisconsin Capital Management
Wisconsin
$629K +$9.64K +750 +2%
TFA
53
Toth Financial Advisory
Virginia
$622K +$66.6K +5,178 +12%
CWM
54
Concert Wealth Management
California
$609K +$1.15K +90 +0.2%
CP
55
Corbenic Partners
Pennsylvania
$605K +$164K +12,780 +37%
AIM
56
Aspen Investment Management
Michigan
$570K -$31.4K -2,445 -5%
TCM
57
Twele Capital Management
Minnesota
$568K – – –
SMC
58
Smith, Moore & Co
Missouri
$563K +$311K +24,168 +123%
Mariner
59
Mariner
Kansas
$524K +$17.1K +1,329 +3%
MIAN
60
Mariner Independent Advisor Network
Kansas
$516K +$7.94K +618 +2%
GIA
61
GHP Investment Advisors
Colorado
$494K +$9.72K +756 +2%
BSB
62
Bangor Savings Bank
Maine
$494K +$103K +8,001 +26%
PAG
63
Private Advisor Group
New Jersey
$455K +$39.8K +3,096 +10%
RC
64
Roundview Capital
New Jersey
$404K – – –
LIM
65
Leavell Investment Management
Alabama
$391K +$391K +30,420 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$354K -$177K -13,779 -33%
OAM
67
Occidental Asset Management
California
$320K – – –
RWM
68
Rench Wealth Management
Texas
$307K -$14.3K -1,116 -4%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$292K +$34.5K +2,679 +13%
ACM
70
Alpha Capital Management
Texas
$286K +$41.9K +3,267 +17%
OC
71
Oarsman Capital
Wisconsin
$283K +$12.3K +957 +5%
RWM
72
RKL Wealth Management
Pennsylvania
$280K +$280K +21,798 New
DG
73
Davidson & Garrard
Virginia
$255K +$40.1K +3,120 +19%
SIC
74
Salem Investment Counselors
North Carolina
$249K +$13.7K +1,071 +6%
S
75
SignatureFD
Georgia
$247K +$31.8K +2,475 +15%
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