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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

289 hedge funds and large institutions have $1.35B invested in Schwab US Dividend Equity ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
7.22%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
131
Reduced
84
Closed
14
Calls
$1.81M
Puts
$1.12M
Net Calls
+$687K
Net Calls Change
-$280K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$266M
2
W
2
Wealthfront
California
$173M
3
OIM
3
Opus Investment Management
Massachusetts
$26.1M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.2M
5
YMRC
5
Yorktown Management & Research Company
Virginia
$4.51M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.6M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.65M
3
AA
3
Apriem Advisors
California
$1.15M
4
MIH
4
Madison Investment Holdings
Wisconsin
$26.5M
5
APP
5
Avantax Planning Partners
Iowa
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
51
Legacy Private Trust
Wisconsin
$4.86M -$368K -24,465 -7%
AWMG
52
Alliance Wealth Management Group
New Jersey
$4.7M +$181K +12,042 +4%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$4.59M +$336K +22,362 +8%
YMRC
54
Yorktown Management & Research Company
Virginia
$4.51M +$4.51M +300,000 New
NG
55
Northstar Group
New York
$4.13M +$377K +25,098 +10%
HCP
56
Holt Capital Partners
Texas
$4.03M +$325K +21,630 +9%
UBS AM
57
UBS AM
Illinois
$3.7M +$3.43M +228,069 +1,259%
LIM
58
Leavell Investment Management
Alabama
$3.64M +$143K +9,501 +4%
BWM
59
Baystate Wealth Management
Massachusetts
$3.6M +$174K +11,466 +5%
SFWA
60
Summit Financial Wealth Advisors
Louisiana
$3.6M -$6.36K -423 -0.2%
LYV
61
Live Your Vision
Pennsylvania
$3.58M -$11.4K -747 -0.3%
MML Investors Services
62
MML Investors Services
Massachusetts
$3.35M +$3.35M +222,507 New
BC
63
Barnett & Company
Tennessee
$3.27M +$506K +33,651 +18%
JIC
64
JRM Investment Counsel
Nebraska
$3.13M -$133K -8,850 -4%
MNA
65
Manning & Napier Advisors
New York
$3.02M -$1.92M – –
SBL
66
Sargent Bickham Lagudis
Colorado
$2.86M -$1.82M -121,074 -39%
FAAS
67
First Allied Advisory Services
California
$2.76M +$457K +30,390 +20%
FA
68
Fagan Associates
New York
$2.71M +$283K +18,843 +12%
AOWM
69
Alpha Omega Wealth Management
Virginia
$2.53M +$43.2K +2,874 +2%
NPC
70
National Planning Corporation
California
$2.49M +$2.49M +165,210 New
IA
71
IFP Advisors
Florida
$2.26M -$18.6K -1,239 -0.8%
PAG
72
Private Advisor Group
New Jersey
$2.23M -$327K -21,795 -13%
SFG
73
SevenBridge Financial Group
Pennsylvania
$2.18M +$218K +14,529 +11%
VNA
74
Valley National Advisers
Pennsylvania
$2.12M -$172K -11,448 -7%
CCMW
75
Cypress Capital Management (Wyoming)
Wyoming
$2.1M +$216K +14,385 +11%
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