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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

157 hedge funds and large institutions have $463M invested in Schwab US Dividend Equity ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 15 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
4.39%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
25
Increased
53
Reduced
55
Closed
15
Calls
$1.33M
Puts
$938K
Net Calls
+$392K
Net Calls Change
-$634K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$21.1M
2
CSIA
2
Charles Schwab Investment Advisory
California
$17.1M
3
QCMNJ
3
Quantum Capital Management (New Jersey)
New Jersey
$4.39M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.1M
5
GC
5
Gratus Capital
Georgia
$3.77M

Top Sellers

1
CC
1
Curian Capital
Colorado
$5.51M
2
AA
2
Apriem Advisors
California
$142K
3
W
3
Wealthfront
California
$43.1M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$18.5M
5
Wells Fargo
5
Wells Fargo
California
$6.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RCG
51
Ruggie Capital Group
Florida
$1.38M 105,981 +7,938 +8%
MAS
52
Madden Advisory Services
Florida
$1.34M 111,414 -29,304 -21%
CA
53
Capital Advantage
California
$1.33M 111,048 +42,867 +63%
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$1.31M 109,287 -7,863 -7%
BSB
55
Bangor Savings Bank
Maine
$1.25M 104,145 -663 -0.6%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$1.19M 93,219 -4,800 -5%
AIG
57
American International Group
New York
$1.19M 99,033 -16,875 -15%
SSI
58
Scott & Selber Inc
Texas
$1.17M 97,629 -1,839 -2%
FAAS
59
First Allied Advisory Services
California
$1.11M 92,622 +11,535 +14%
Ameriprise
60
Ameriprise
Minnesota
$1.1M 91,527 -8,670 -9%
CA
61
Cambridge Advisors
Nebraska
$1.06M 88,131 +17,193 +24%
DG
62
Davidson & Garrard
Virginia
$1.05M 87,555 -582 -0.7%
RC
63
Roundview Capital
New Jersey
$1.04M 86,565 +29,340 +51%
RWM
64
RKL Wealth Management
Pennsylvania
$1M 83,796 +579 +0.7%
FA
65
Fagan Associates
New York
$981K 81,876 -186 -0.2%
BCMO
66
Buckingham Capital Management (Ohio)
Ohio
$956K 79,767 -91,284 -53%
KIA
67
KCM Investment Advisors
California
$931K 77,718 -4,320 -5%
BC
68
Barnett & Company
Tennessee
$907K 75,717 +9,975 +15%
JWS
69
Juncture Wealth Strategies
Arizona
$893K 74,550 +32,736 +78%
SGAM
70
Steinberg Global Asset Management
Florida
$856K 71,439 +9,606 +16%
BCI
71
Brinker Capital Investments
Pennsylvania
$807K 67,338 -4,893 -7%
NIC
72
Northwest Investment Counselors
Oregon
$777K 64,839 -3,075 -5%
TFA
73
Toth Financial Advisory
Virginia
$768K 64,086 -9,456 -13%
CWA
74
Cypress Wealth Advisors
California
$733K 61,197 +52,800 +629%
PAG
75
Private Advisor Group
New Jersey
$712K 59,406 -3,261 -5%
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3
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