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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

195 hedge funds and large institutions have $642M invested in Schwab US Dividend Equity ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
86
Reduced
52
Closed
20
Calls
$660K
Puts
$904K
Net Calls
-$244K
Net Calls Change
-$217K

Top Buyers

1
W
1
Wealthfront
California
$91.5M
2
SMG
2
Spectrum Management Group
Indiana
$21.4M
3
CSIA
3
Charles Schwab Investment Advisory
California
$45.9M
4
FIM
4
Frontier Investment Management
Texas
$8.78M
5
HCM
5
Hengehold Capital Management
Ohio
$23.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
HB
2
Homrich & Berg
Georgia
$20.9M
3
QI
3
QS Investors
New York
$1.13M
4
AA
4
Apriem Advisors
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$6.17M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
51
Argentus Capital Management
Texas
$2.08M 51,767 +51,765 +2,588,250%
EVC
52
Eidelman Virant Capital
Missouri
$1.96M 49,042 +439 +0.9%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.88M 46,853 -7,819 -14%
CK
54
Carnick & Kubik
Colorado
$1.79M 44,605 +1 +0%
FC
55
Financial Consulate
Maryland
$1.65M 41,186 +12,843 +45%
ECML
56
Eagle Capital Management (Louisiana)
Louisiana
$1.63M 40,568 -487 -1%
JWS
57
Juncture Wealth Strategies
Arizona
$1.6M 39,841 +6,805 +21%
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.59M 39,564 +16,602 +72%
BSB
59
Bangor Savings Bank
Maine
$1.49M 37,083 -1 -0%
RCG
60
Ruggie Capital Group
Florida
$1.48M 36,911 +36,911 New
HA
61
Hamel Associates
New Jersey
$1.47M 36,646 +36,646 New
FA
62
Fagan Associates
New York
$1.41M 35,052 +4,246 +14%
Goldman Sachs
63
Goldman Sachs
New York
$1.38M 34,447 -17,511 -34%
BC
64
Barnett & Company
Tennessee
$1.37M 34,259 +3,635 +12%
MAS
65
Madden Advisory Services
Florida
$1.36M 33,845 -1,361 -4%
CA
66
Cambridge Advisors
Nebraska
$1.35M 33,684 +2,540 +8%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$1.32M 32,844 +1,239 +4%
SSI
68
Scott & Selber Inc
Texas
$1.27M 31,560 -48 -0.2%
VCAM
69
Van Cleef Asset Management
Ohio
$1.22M 30,522 -5,209 -15%
FAAS
70
First Allied Advisory Services
California
$1.21M 30,184 -2,927 -9%
RC
71
Roundview Capital
New Jersey
$1.21M 30,160 +273 +0.9%
RWM
72
RKL Wealth Management
Pennsylvania
$1.18M 29,409 +3,986 +16%
PAG
73
Private Advisor Group
New Jersey
$1.15M 28,725 +8,154 +40%
QI
74
QS Investors
New York
$1.13M 28,217 -592,458 -95%
BBPWM
75
Blue Bell Private Wealth Management
Pennsylvania
$1.12M 27,850 -4,126 -13%
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