SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

109 hedge funds and large institutions have $371M invested in Schwab US Dividend Equity ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
3.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
10
Increased
59
Reduced
26
Closed
7
Calls
–
Puts
$837K
Net Calls
-$837K
Net Calls Change
-$183K

Top Buyers

1
MIH
1
Madison Investment Holdings
Wisconsin
$25.1M
2
CC
2
Curian Capital
Colorado
$28.9M
3
W
3
Wealthfront
California
$7.12M
4
HB
4
Homrich & Berg
Georgia
$61.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$14.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Citigroup
2
Citigroup
New York
$1.93M
3
TRCT
3
Tower Research Capital (TRC)
New York
$54K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
5
MAS
5
Madden Advisory Services
Florida
$4.71M
Name Market Value Shares Shares
Change 		Shares
Change %
SLA
76
Silver Lake Advisory
Utah
$239K 18,579 +18,579 New
ACM
77
Avalon Capital Management
California
$231K 18,000 -3,000 -14%
GAM
78
Garrison Asset Management
Arkansas
$223K 17,370 +615 +4%
EWM
79
Edge Wealth Management
New York
$211K 16,398 +315 +2%
JFA
80
JNBA Financial Advisors
Minnesota
$185K 14,427 +14,427 New
PI
81
Placemark Investments
Illinois
$182K 14,181 +4,251 +43%
Ameriprise
82
Ameriprise
Minnesota
$180K 13,971 -81 -0.6%
WRM
83
Westport Resources Management
Connecticut
$172K 13,350 -1,500 -10%
DAM
84
Delta Asset Management
Tennessee
$147K 11,412 – –
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$144K 11,226 – –
WC
86
Whitnell & Co
Illinois
$116K 9,000 – –
WF
87
WealthTrust Fairport
Ohio
$87K 6,753 +42 +0.6%
VIA
88
Vantage Investment Advisors
Pennsylvania
$78K 6,069 – –
CDIA
89
Capital Directions Investment Advisors
Georgia
$55K 4,155 +4,155 New
TRCT
90
Tower Research Capital (TRC)
New York
$54K 4,188 -74,883 -95%
HDIM
91
Hanson & Doremus Investment Management
Vermont
$45K 3,504 – –
MFS
92
MSI Financial Services
Massachusetts
$44K 3,450 -7,176 -68%
NFG
93
Next Financial Group
Texas
$38K 2,922 +2,922 New
PAI
94
Pittenger & Anderson Inc
Nebraska
$32K 2,490 +2,490 New
FANJ
95
Financial Architects (New Jersey)
New Jersey
$29K 2,250 +1,332 +145%
OIA
96
Optimum Investment Advisors
Illinois
$27K 2,106 +3 +0.1%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$26K 2,031 -276 -12%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$25K 1,890 -246 -12%
Creative Planning
99
Creative Planning
Kansas
$23K 1,818 – –
WA
100
WealthTrust-Arizona
Arizona
$22K 1,692 +9 +0.5%
1 2 3
4
5