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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

143 hedge funds and large institutions have $639M invested in Schwab US Dividend Equity ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
143
Holders Change
+34
Holders Change %
+31.19%
% of All Funds
3.82%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
40
Increased
69
Reduced
19
Closed
4
Calls
$446K
Puts
$1.32M
Net Calls
-$869K
Net Calls Change
-$32K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$130M
2
W
2
Wealthfront
California
$38.8M
3
GC
3
Gratus Capital
Georgia
$14.4M
4
MIH
4
Madison Investment Holdings
Wisconsin
$36.1M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$636K
2
Jane Street
2
Jane Street
New York
$0
3
TCM
3
Tuttle Capital Management
Connecticut
$818K
4
MAS
4
Madden Advisory Services
Florida
$3.53M
5
AI
5
Atria Investments
North Carolina
$7.08M
Name Market Value Shares Shares
Change 		Shares
Change %
FF
51
Friedenthal Financial
New Jersey
$1.3M 32,543 +32,543 New
SSI
52
Scott & Selber Inc
Texas
$1.29M 32,267 -1,893 -6%
SWM
53
Stockman Wealth Management
Montana
$1.24M 31,108 +31,108 New
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.22M 30,672 +23,103 +305%
Ameriprise
55
Ameriprise
Minnesota
$1.22M 30,633 +25,976 +558%
RCG
56
Ruggie Capital Group
Florida
$1.2M 29,947 +29,947 New
RIA
57
Regal Investment Advisors
Michigan
$1.19M 29,857 +13,466 +82%
NG
58
Northstar Group
New York
$1.13M 28,400 +28,400 New
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
$1.12M 28,140 +28,140 New
TFA
60
Toth Financial Advisory
Virginia
$1.02M 25,613 +9,483 +59%
KIA
61
KCM Investment Advisors
California
$1.01M 25,237 +5,670 +29%
FA
62
Fagan Associates
New York
$968K 24,293 +2,528 +12%
BC
63
Barnett & Company
Tennessee
$935K 23,470 +23,470 New
CA
64
Cambridge Advisors
Nebraska
$931K 23,364 +23,364 New
JWS
65
Juncture Wealth Strategies
Arizona
$918K 23,210 +23,210 New
FAAS
66
First Allied Advisory Services
California
$839K 21,128 +726 +4%
NIC
67
Northwest Investment Counselors
Oregon
$837K 20,993 +1,425 +7%
TCM
68
Tuttle Capital Management
Connecticut
$818K 20,552 -55,810 -73%
Millennium Management
69
Millennium Management
New York
$806K 20,218 +20,218 New
RWM
70
RKL Wealth Management
Pennsylvania
$783K 19,638 +12,372 +170%
CWM
71
Concert Wealth Management
California
$766K 19,058 +3,191 +20%
SFSG
72
Stearns Financial Services Group
North Carolina
$688K 17,269 +816 +5%
WCM
73
Wisconsin Capital Management
Wisconsin
$686K 17,218 +910 +6%
BSB
74
Bangor Savings Bank
Maine
$684K 17,167 +4,370 +34%
CIA
75
Capital Investment Advisors
Georgia
$682K 17,103 +516 +3%
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3
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