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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

263 hedge funds and large institutions have $1.2B invested in Schwab US Dividend Equity ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 10 closing their positions.

Holders
263
Holders Change
+24
Holders Change %
+10.04%
% of All Funds
6.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.53%
New
40
Increased
123
Reduced
63
Closed
10
Calls
$5.29M
Puts
$444K
Net Calls
+$4.85M
Net Calls Change
+$647K

Top Buyers

1
QI
1
QS Investors
New York
$36.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$154M
3
CCP
3
Cardan Capital Partners
Colorado
$6.72M
4
RJA
4
Raymond James & Associates
Florida
$5.84M
5
UBS Group
5
UBS Group
Switzerland
$31.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
AA
2
Apriem Advisors
California
$23M
3
GC
3
Gratus Capital
Georgia
$255K
4
W
4
Wealthfront
California
$135M
5
OIM
5
Opus Investment Management
Massachusetts
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$3.83M +$1.89M +130,224 +98%
VA
52
Valmark Advisers
Ohio
$3.76M +$1.07M +73,620 +40%
NG
53
Northstar Group
New York
$3.71M -$34.2K -2,355 -0.9%
LYV
54
Live Your Vision
Pennsylvania
$3.68M -$430K -29,592 -10%
SBL
55
Sargent Bickham Lagudis
Colorado
$3.61M -$39.7K -2,733 -1%
O
56
OppenheimerFunds
New York
$3.6M +$878K +60,432 +32%
SFWA
57
Summit Financial Wealth Advisors
Louisiana
$3.56M -$5.62K -387 -0.2%
HCP
58
Holt Capital Partners
Texas
$3.4M +$47.6K +3,276 +1%
PCP
59
Proficio Capital Partners
Massachusetts
$3.4M +$106K +7,290 +3%
LIM
60
Leavell Investment Management
Alabama
$3.36M +$458K +31,545 +16%
SFM
61
Signature Financial Management
Virginia
$3.33M +$117K +8,025 +4%
JIC
62
JRM Investment Counsel
Nebraska
$3.11M +$1.84M +127,020 +145%
JSL
63
JT Stratford LLC
Georgia
$3.04M +$3.04M +208,968 New
FWM
64
Frontier Wealth Management
Missouri
$2.93M +$133K +9,147 +5%
MWM
65
Meridian Wealth Management
Kentucky
$2.72M +$2.72M +187,404 New
BWM
66
Baystate Wealth Management
Massachusetts
$2.68M +$1.65M +113,067 +161%
SWM
67
Stockman Wealth Management
Montana
$2.39M +$6.45K +444 +0.3%
AOWM
68
Alpha Omega Wealth Management
Virginia
$2.39M +$2.38M +163,854 +18,834%
VNA
69
Valley National Advisers
Pennsylvania
$2.38M +$211K +14,535 +10%
BC
70
Barnett & Company
Tennessee
$2.25M +$246K +16,920 +12%
Goldman Sachs
71
Goldman Sachs
New York
$2.18M +$1.67M +115,197 +328%
RWM
72
RKL Wealth Management
Pennsylvania
$2.17M +$687K +47,295 +46%
JFGIW
73
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.15M +$123K +8,466 +6%
HA
74
Hamel Associates
New Jersey
$2.14M -$4.36K -300 -0.2%
FA
75
Fagan Associates
New York
$2.02M +$2.02M +139,149 New
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