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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

268 hedge funds and large institutions have $1.26B invested in Schwab US Dividend Equity ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 25 closing their positions.

Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
6.68%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
32
Increased
127
Reduced
68
Closed
25
Calls
$1.56M
Puts
$593K
Net Calls
+$967K
Net Calls Change
-$3.88M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$211M
2
Jane Street
2
Jane Street
New York
$19.3M
3
W
3
Wealthfront
California
$152M
4
GWM
4
Geneos Wealth Management
Colorado
$9.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
QI
1
QS Investors
New York
$0
2
APP
2
Avantax Planning Partners
Iowa
$102M
3
AA
3
Apriem Advisors
California
$9.15M
4
Bank of America
4
Bank of America
North Carolina
$29.7M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
O
51
OppenheimerFunds
New York
$4.3M +$622K +41,841 +17%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$4.2M +$283K +19,080 +7%
AWS
53
AJ Wealth Strategies
New York
$4.18M – – –
VA
54
Valmark Advisers
Ohio
$4.14M +$290K +19,503 +8%
NG
55
Northstar Group
New York
$3.7M -$88.4K -5,967 -2%
HCP
56
Holt Capital Partners
Texas
$3.67M +$185K +12,480 +5%
FSA
57
Financial Sense Advisors
California
$3.65M +$3.65M +245,352 New
SFWA
58
Summit Financial Wealth Advisors
Louisiana
$3.56M -$85.9K -5,778 -2%
LYV
59
Live Your Vision
Pennsylvania
$3.49M -$274K -18,438 -7%
LIM
60
Leavell Investment Management
Alabama
$3.45M +$19.8K +1,335 +0.6%
BWM
61
Baystate Wealth Management
Massachusetts
$3.34M +$628K +42,450 +23%
JIC
62
JRM Investment Counsel
Nebraska
$3.23M +$42.7K +2,877 +1%
CP
63
Corbenic Partners
Pennsylvania
$3.15M -$932K -62,721 -23%
BC
64
Barnett & Company
Tennessee
$2.73M +$426K +28,668 +18%
PAG
65
Private Advisor Group
New Jersey
$2.53M +$808K +54,468 +47%
AOWM
66
Alpha Omega Wealth Management
Virginia
$2.46M +$13.7K +921 +0.6%
JSL
67
JT Stratford LLC
Georgia
$2.45M -$657K -44,235 -21%
FA
68
Fagan Associates
New York
$2.4M +$333K +22,413 +16%
SWM
69
Stockman Wealth Management
Montana
$2.33M -$114K -7,674 -5%
FAAS
70
First Allied Advisory Services
California
$2.28M +$485K +32,634 +27%
VNA
71
Valley National Advisers
Pennsylvania
$2.27M -$163K -10,983 -7%
IA
72
IFP Advisors
Florida
$2.26M +$303K +20,367 +15%
HA
73
Hamel Associates
New Jersey
$2.16M -$27.9K -1,881 -1%
RWM
74
RKL Wealth Management
Pennsylvania
$2.15M -$73.7K -4,962 -3%
TW
75
Transform Wealth
Colorado
$2.14M +$72.5K +4,875 +4%
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