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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

153 hedge funds and large institutions have $777M invested in Schwab US Dividend Equity ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
4.08%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
23
Increased
80
Reduced
35
Closed
10
Calls
$615K
Puts
$926K
Net Calls
-$311K
Net Calls Change
+$558K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$265M
2
HB
2
Homrich & Berg
Georgia
$72.2M
3
Wells Fargo
3
Wells Fargo
California
$13M
4
W
4
Wealthfront
California
$43M
5
TCM
5
Tuttle Capital Management
Connecticut
$5.35M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$16.5M
2
GC
2
Gratus Capital
Georgia
$4.13M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.34M
4
CC
4
Curian Capital
Colorado
$26.2M
5
FIM
5
Frontier Investment Management
Texas
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$1.55M -$66.5K -5,061 -4%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$1.5M +$293K +22,290 +24%
VCAM
53
Van Cleef Asset Management
Ohio
$1.48M -$52.8K -4,020 -3%
SWM
54
Stockman Wealth Management
Montana
$1.42M +$196K +14,892 +16%
RIA
55
Regal Investment Advisors
Michigan
$1.4M +$218K +16,620 +19%
SSI
56
Scott & Selber Inc
Texas
$1.32M +$44.4K +3,381 +3%
CP
57
Corbenic Partners
Pennsylvania
$1.31M +$662K +50,430 +103%
BSB
58
Bangor Savings Bank
Maine
$1.28M +$604K +45,954 +89%
RCG
59
Ruggie Capital Group
Florida
$1.27M +$90.1K +6,861 +8%
Ameriprise
60
Ameriprise
Minnesota
$1.21M -$1.54K -117 -0.1%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$1.18M +$74.4K +5,667 +7%
TFA
62
Toth Financial Advisory
Virginia
$1.09M +$82.3K +6,264 +8%
FAAS
63
First Allied Advisory Services
California
$1.06M +$232K +17,655 +28%
VNA
64
Valley National Advisers
Pennsylvania
$1.04M -$4.83M -367,542 -82%
FA
65
Fagan Associates
New York
$1.04M +$77.3K +5,880 +8%
PAI
66
Pittenger & Anderson Inc
Nebraska
$1.01M +$979K +74,562 +2,994%
KIA
67
KCM Investment Advisors
California
$1M +$5.09K +387 +0.5%
RWM
68
RKL Wealth Management
Pennsylvania
$986K +$212K +16,104 +27%
CA
69
Cambridge Advisors
Nebraska
$929K +$7.77K +591 +0.8%
FF
70
Friedenthal Financial
New Jersey
$902K -$381K -28,989 -30%
HCP
71
Holt Capital Partners
Texas
$889K +$636K +48,405 +252%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$881K -$1.07M -81,741 -55%
BC
73
Barnett & Company
Tennessee
$875K -$49.8K -3,795 -5%
SI
74
SII Investments
Wisconsin
$850K +$402K +30,237 +90%
NIC
75
Northwest Investment Counselors
Oregon
$840K +$12.4K +945 +2%
1 2
3
4 5