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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

143 hedge funds and large institutions have $639M invested in Schwab US Dividend Equity ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
143
Holders Change
+34
Holders Change %
+31.19%
% of All Funds
3.82%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
40
Increased
69
Reduced
19
Closed
4
Calls
$446K
Puts
$1.32M
Net Calls
-$869K
Net Calls Change
-$32K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$130M
2
W
2
Wealthfront
California
$38.8M
3
GC
3
Gratus Capital
Georgia
$14.4M
4
MIH
4
Madison Investment Holdings
Wisconsin
$36.1M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$636K
2
Jane Street
2
Jane Street
New York
$0
3
TCM
3
Tuttle Capital Management
Connecticut
$818K
4
MAS
4
Madden Advisory Services
Florida
$3.53M
5
AI
5
Atria Investments
North Carolina
$7.08M
Name Market Value Shares Shares
Change 		Shares
Change %
CP
76
Corbenic Partners
Pennsylvania
$653K 16,381 +693 +4%
Goldman Sachs
77
Goldman Sachs
New York
$636K 15,969 -91,281 -85%
SGAM
78
Steinberg Global Asset Management
Florida
$628K 15,780 -6,685 -30%
Mariner
79
Mariner
Kansas
$595K 14,926 +1,345 +10%
TCM
80
Twele Capital Management
Minnesota
$587K 14,736 – –
NFG
81
Noven Financial Group
Colorado
$582K 14,608 +14,608 New
SMC
82
Smith, Moore & Co
Missouri
$579K 14,521 -75 -0.5%
RC
83
Roundview Capital
New Jersey
$571K 14,340 +3,870 +37%
PAG
84
Private Advisor Group
New Jersey
$565K 14,170 +2,368 +20%
GIA
85
GHP Investment Advisors
Colorado
$533K 13,374 +563 +4%
AIM
86
Aspen Investment Management
Michigan
$517K 12,980 -1,802 -12%
LA
87
LVW Advisors
New York
$471K 11,828 +11,828 New
SI
88
SII Investments
Wisconsin
$450K 11,255 +11,255 New
MIAN
89
Mariner Independent Advisor Network
Kansas
$440K 11,046 -2,337 -17%
OC
90
Oarsman Capital
Wisconsin
$400K 10,034 +2,700 +37%
AF
91
Allworth Financial
California
$392K 9,830 +9,830 New
MCM
92
Mengis Capital Management
Oregon
$357K 8,973 +8,973 New
BC
93
Bartlett & Co
Ohio
$354K 8,880 +8,650 +3,761%
OAM
94
Occidental Asset Management
California
$331K 8,300 – –
ACM
95
Alpha Capital Management
Texas
$304K 7,632 +204 +3%
SLA
96
Silver Lake Advisory
Utah
$301K 7,561 +1,368 +22%
RWM
97
Rench Wealth Management
Texas
$273K 6,846 -1,116 -14%
NFG
98
Nadler Financial Group
Illinois
$268K 6,722 +6,722 New
IIC
99
Ironwood Investment Counsel
Arizona
$267K 6,700 +6,700 New
SIC
100
Salem Investment Counselors
North Carolina
$257K 6,460 -10 -0.2%
2 3
4
5 6