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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

106 hedge funds and large institutions have $323M invested in Schwab US Dividend Equity ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
17
Increased
53
Reduced
21
Closed
9
Calls
–
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$226K

Top Buyers

1
CC
1
Curian Capital
Colorado
$20.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.4M
3
MIH
3
Madison Investment Holdings
Wisconsin
$13.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$9.62M
5
KFS
5
KMS Financial Services
Washington
$3.38M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$351K
2
FIM
2
Frontier Investment Management
Texas
$8.37M
3
DS
3
DRW Securities
Illinois
$0
4
AI
4
Atria Investments
North Carolina
$7.47M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K
Name Market Value Shares Shares
Change 		Shares
Change %
DG
76
Davidson & Garrard
Virginia
$214K 16,740 +16,740 New
GAM
77
Garrison Asset Management
Arkansas
$214K 16,755 +16,755 New
TNBTD
78
Trustmark National Bank Trust Department
Mississippi
$210K 16,500 – –
EWM
79
Edge Wealth Management
New York
$205K 16,083 -1,869 -10%
WRM
80
Westport Resources Management
Connecticut
$189K 14,850 -750 -5%
Ameriprise
81
Ameriprise
Minnesota
$179K 14,052 -801 -5%
DAM
82
Delta Asset Management
Tennessee
$146K 11,412 – –
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$143K 11,226 -456 -4%
MFS
84
MSI Financial Services
Massachusetts
$136K 10,626 +4,899 +86%
PI
85
Placemark Investments
Illinois
$127K 9,930 +3,972 +67%
WC
86
Whitnell & Co
Illinois
$115K 9,000 +9,000 New
WF
87
WealthTrust Fairport
Ohio
$86K 6,711 +6,711 New
VIA
88
Vantage Investment Advisors
Pennsylvania
$77K 6,069 +3,786 +166%
HDIM
89
Hanson & Doremus Investment Management
Vermont
$45K 3,504 +2,214 +172%
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
$29K 2,307 +2,307 New
OIA
91
Optimum Investment Advisors
Illinois
$27K 2,103 – –
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$27K 2,136 +15 +0.7%
WAM
93
Wallington Asset Management
Indiana
$23K 1,800 – –
Creative Planning
94
Creative Planning
Kansas
$23K 1,818 – –
WA
95
WealthTrust-Arizona
Arizona
$21K 1,683 +141 +9%
BRWA
96
B. Riley Wealth Advisors
Florida
$15.4K 1,209 +1,209 New
MWP
97
MYCIO Wealth Partners
Pennsylvania
$12K 912 -1,494 -62%
FANJ
98
Financial Architects (New Jersey)
New Jersey
$12K 918 +918 New
PTC
99
Private Trust Company
Ohio
$11K 882 – –
BC
100
Bartlett & Co
Ohio
$9K 690 – –
1 2 3
4
5