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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

149 hedge funds and large institutions have $508M invested in Schwab US Dividend Equity ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
4.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
17
Increased
68
Reduced
40
Closed
19
Calls
$2.02M
Puts
$996K
Net Calls
+$1.03M
Net Calls Change
+$1.34M

Top Buyers

1
W
1
Wealthfront
California
$52.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$11.1M
4
Jane Street
4
Jane Street
New York
$5.51M
5
CC
5
Curian Capital
Colorado
$29.7M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$110K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
TCM
3
Tuttle Capital Management
Connecticut
$0
4
GC
4
Gratus Capital
Georgia
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HCP
51
Holt Capital Partners
Texas
$1.34M 105,300 +37,650 +56%
BSB
52
Bangor Savings Bank
Maine
$1.34M 104,808 +7,353 +8%
Ameriprise
53
Ameriprise
Minnesota
$1.29M 100,197 +8,415 +9%
VCAM
54
Van Cleef Asset Management
Ohio
$1.28M 100,149 -12,186 -11%
SSI
55
Scott & Selber Inc
Texas
$1.27M 99,468 -714 -0.7%
RCG
56
Ruggie Capital Group
Florida
$1.25M 98,043 +1,341 +1%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$1.25M 98,019 +7,932 +9%
DG
58
Davidson & Garrard
Virginia
$1.13M 88,137 -126,789 -59%
SI
59
SII Investments
Wisconsin
$1.1M 85,119 +21,117 +33%
RWM
60
RKL Wealth Management
Pennsylvania
$1.06M 83,217 +8,199 +11%
FA
61
Fagan Associates
New York
$1.05M 82,062 +3,303 +4%
KIA
62
KCM Investment Advisors
California
$1.05M 82,038 +5,940 +8%
FAAS
63
First Allied Advisory Services
California
$1.03M 81,087 +48 +0.1%
TFA
64
Toth Financial Advisory
Virginia
$939K 73,542 -9,561 -12%
BCI
65
Brinker Capital Investments
Pennsylvania
$922K 72,231 -46,086 -39%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$911K 71,355 +43,509 +156%
CA
67
Cambridge Advisors
Nebraska
$905K 70,938 +255 +0.4%
CA
68
Capital Advantage
California
$870K 68,181 +28,338 +71%
NIC
69
Northwest Investment Counselors
Oregon
$867K 67,914 +3,990 +6%
BC
70
Barnett & Company
Tennessee
$839K 65,742 -873 -1%
PAG
71
Private Advisor Group
New Jersey
$800K 62,667 +3,714 +6%
SGAM
72
Steinberg Global Asset Management
Florida
$789K 61,833 +2,097 +4%
VNA
73
Valley National Advisers
Pennsylvania
$739K 57,933 -20,955 -27%
RC
74
Roundview Capital
New Jersey
$730K 57,225 +9,000 +19%
CIA
75
Capital Investment Advisors
Georgia
$718K 56,220 +2,220 +4%
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