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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

99 hedge funds and large institutions have $272M invested in Schwab US Dividend Equity ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.86%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
46
Reduced
24
Closed
5
Calls
–
Puts
$428K
Net Calls
-$428K
Net Calls Change
-$134K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.7M
2
HB
2
Homrich & Berg
Georgia
$54.4M
3
LPL Financial
3
LPL Financial
California
$3.84M
4
AAC
4
Asset Advisors Corp
Georgia
$43.1M
5
DS
5
DRW Securities
Illinois
$3.3M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
FFS
2
Founders Financial Securities
Maryland
$0
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$1.44M
4
SG Americas Securities
4
SG Americas Securities
New York
$194K
5
AI
5
Atria Investments
North Carolina
$8.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
76
Delta Asset Management
Tennessee
$140K – – –
PI
77
Placemark Investments
Illinois
$73K +$478 +39 +0.7%
KCPG
78
Kavar Capital Partners Group
Kansas
$73K +$11.6K +960 +19%
MFS
79
MSI Financial Services
Massachusetts
$70K – – –
CP
80
Corbenic Partners
Pennsylvania
$57K +$57K +4,620 New
WA
81
WFG Advisors
Texas
$36K -$5.78K -474 -14%
TF
82
Trutina Financial
Washington
$35K +$35K +2,853 New
MWP
83
MYCIO Wealth Partners
Pennsylvania
$30K +$75 +6 +0.3%
VIA
84
Vantage Investment Advisors
Pennsylvania
$28K – – –
OIA
85
Optimum Investment Advisors
Illinois
$26K +$37 +3 +0.1%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$26K +$25.8K +2,103 +11,683%
Creative Planning
87
Creative Planning
Kansas
$22K -$23K -1,902 -51%
WAM
88
Wallington Asset Management
Indiana
$22K +$22K +1,800 New
WA
89
WealthTrust-Arizona
Arizona
$19K +$19K +1,542 New
HDIM
90
Hanson & Doremus Investment Management
Vermont
$16K +$16K +1,290 New
Brown Advisory
91
Brown Advisory
Maryland
$11K – – –
PTC
92
Private Trust Company
Ohio
$11K +$11K +882 New
BC
93
Bartlett & Co
Ohio
$8K – – –
EK
94
Evensky & Katz
Florida
$7K – – –
CA
95
CapWealth Advisors
Tennessee
$6K – – –
MA
96
MCF Advisors
Kentucky
$4K – – –
PO
97
Private Ocean
California
$4K +$1.58K +117 +65%
JFGIW
98
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K +$4K +300 New
HI
99
Horizon Investments
North Carolina
– -$3.67M -299,985 Closed
FFS
100
Founders Financial Securities
Maryland
– -$3.59M -293,841 Closed
1 2 3
4
5