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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

186 hedge funds and large institutions have $862M invested in Schwab US Dividend Equity ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+29
Holders Change %
+18.47%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.42%
New
42
Increased
75
Reduced
44
Closed
12
Calls
$517K
Puts
$544K
Net Calls
-$27K
Net Calls Change
-$419K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$301M
2
QI
2
QS Investors
New York
$23.9M
3
UBS Group
3
UBS Group
Switzerland
$18.3M
4
W
4
Wealthfront
California
$61.5M
5
CSIA
5
Charles Schwab Investment Advisory
California
$27.4M

Top Sellers

1
HB
1
Homrich & Berg
Georgia
$47.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$2M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$13.6M
4
AI
4
Atria Investments
North Carolina
$0
5
GC
5
Gratus Capital
Georgia
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
EVC
51
Eidelman Virant Capital
Missouri
$1.87M +$234K +18,174 +14%
RCM
52
Rain Capital Management
Oregon
$1.85M +$1.85M +138,948 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$1.83M -$1.53M -119,253 -46%
CK
54
Carnick & Kubik
Colorado
$1.72M +$58.3K +4,536 +4%
IA
55
IFP Advisors
Florida
$1.72M +$1.72M +133,596 New
CA
56
Capital Advantage
California
$1.65M +$221K +17,211 +15%
ECML
57
Eagle Capital Management (Louisiana)
Louisiana
$1.58M +$28.9K +2,247 +2%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.52M +$1.52M +117,966 New
BSB
59
Bangor Savings Bank
Maine
$1.43M +$91.4K +7,107 +7%
VCAM
60
Van Cleef Asset Management
Ohio
$1.38M -$123K -9,585 -8%
MAS
61
Madden Advisory Services
Florida
$1.36M -$74.5K -5,796 -5%
VF
62
Virtu Financial
New York
$1.31M +$1.31M +102,222 New
FAAS
63
First Allied Advisory Services
California
$1.28M +$86.3K +6,711 +7%
JWS
64
Juncture Wealth Strategies
Arizona
$1.27M +$316K +24,558 +33%
VFS
65
VSR Financial Services
Kansas
$1.25M +$628K +48,849 +101%
LPT
66
Legacy Private Trust
Wisconsin
$1.24M +$1.24M +96,258 New
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$1.23M -$172K -13,359 -12%
SSI
68
Scott & Selber Inc
Texas
$1.22M -$36.1K -2,805 -3%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$1.22M +$20.5K +1,596 +2%
CA
70
Cambridge Advisors
Nebraska
$1.2M +$68.1K +5,301 +6%
CCS
71
Crosspoint Capital Strategies
California
$1.19M +$1.15M +86,853 +3,195%
FA
72
Fagan Associates
New York
$1.19M +$136K +10,542 +13%
BC
73
Barnett & Company
Tennessee
$1.18M +$208K +16,155 +21%
RC
74
Roundview Capital
New Jersey
$1.15M +$39.8K +3,096 +4%
FC
75
Financial Consulate
Maryland
$1.09M +$1.09M +85,029 New
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