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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

302 hedge funds and large institutions have $1.53B invested in Schwab US Dividend Equity ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
31
Increased
144
Reduced
86
Closed
17
Calls
$2.53M
Puts
$1.04M
Net Calls
+$1.49M
Net Calls Change
+$806K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$327M
2
W
2
Wealthfront
California
$211M
3
Wells Fargo
3
Wells Fargo
California
$21.3M
4
TSS
4
Two Sigma Securities
New York
$9.68M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$10.7M

Top Sellers

1
OIM
1
Opus Investment Management
Massachusetts
$22.1M
2
SMG
2
Spectrum Management Group
Indiana
$21M
3
FWM
3
Frontier Wealth Management
Missouri
$2.22M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$668K
5
Jane Street
5
Jane Street
New York
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
SWP
51
Stratos Wealth Partners
Ohio
$4.84M 103,368 -34,160 -25%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$4.78M 102,174 +495 +0.5%
HCP
53
Holt Capital Partners
Texas
$4.61M 98,422 +9,005 +10%
UBS AM
54
UBS AM
Illinois
$4.59M 98,030 +15,969 +19%
DP
55
Denver PWM
Colorado
$4.56M 93,314 +93,314 New
BC
56
Barnett & Company
Tennessee
$4.38M 93,674 +21,185 +29%
NG
57
Northstar Group
New York
$4.37M 93,294 +1,715 +2%
O
58
OppenheimerFunds
New York
$4.02M 85,933 -27,243 -24%
BWM
59
Baystate Wealth Management
Massachusetts
$3.97M 83,595 +4,476 +6%
AIP
60
Almanack Investment Partners
Pennsylvania
$3.92M 83,833 +44,436 +113%
LIM
61
Leavell Investment Management
Alabama
$3.89M 83,048 +2,396 +3%
MNA
62
Manning & Napier Advisors
New York
– – – –
LYV
63
Live Your Vision
Pennsylvania
$3.62M 77,415 -571 -0.7%
TRCT
64
Tower Research Capital (TRC)
New York
$3.58M 76,487 +76,487 New
AI
65
Atria Investments
North Carolina
$3.36M 71,751 +71,751 New
SFWA
66
Summit Financial Wealth Advisors
Louisiana
$3.28M 70,110 -9,621 -12%
SAM
67
Smithbridge Asset Management
Pennsylvania
$3.21M 68,685 +59,245 +628%
JIC
68
JRM Investment Counsel
Nebraska
$3.2M 68,275 -1,189 -2%
Jane Street
69
Jane Street
New York
$3.16M 67,611 -56,531 -46%
FAAS
70
First Allied Advisory Services
California
$3.07M 65,447 +4,309 +7%
FA
71
Fagan Associates
New York
$2.88M 61,550 +1,415 +2%
IA
72
IFP Advisors
Florida
$2.59M 55,417 +5,213 +10%
AOWM
73
Alpha Omega Wealth Management
Virginia
$2.55M 54,531 -1,642 -3%
AWS
74
AJ Wealth Strategies
New York
$2.52M 53,818 +21,795 +68%
SWM
75
Stockman Wealth Management
Montana
$2.4M 51,228 +21,101 +70%
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