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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

153 hedge funds and large institutions have $777M invested in Schwab US Dividend Equity ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
4.08%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
23
Increased
80
Reduced
35
Closed
10
Calls
$615K
Puts
$926K
Net Calls
-$311K
Net Calls Change
+$558K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$265M
2
HB
2
Homrich & Berg
Georgia
$72.2M
3
Wells Fargo
3
Wells Fargo
California
$13M
4
W
4
Wealthfront
California
$43M
5
TCM
5
Tuttle Capital Management
Connecticut
$5.35M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$16.5M
2
GC
2
Gratus Capital
Georgia
$4.13M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.34M
4
CC
4
Curian Capital
Colorado
$26.2M
5
FIM
5
Frontier Investment Management
Texas
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
76
Thomaspartners
Massachusetts
$839K +$839K +63,885 New
SGAM
77
Steinberg Global Asset Management
Florida
$785K +$163K +12,396 +26%
PAG
78
Private Advisor Group
New Jersey
$774K +$216K +16,443 +39%
SFSG
79
Stearns Financial Services Group
North Carolina
$713K +$32.5K +2,478 +5%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$711K +$555K +42,165 +355%
CIA
81
Capital Investment Advisors
Georgia
$709K +$35.3K +2,691 +5%
RC
82
Roundview Capital
New Jersey
$634K +$68.4K +5,205 +12%
TCM
83
Twele Capital Management
Minnesota
$581K – – –
SMC
84
Smith, Moore & Co
Missouri
$572K – – –
Mariner
85
Mariner
Kansas
$544K -$43.8K -3,336 -7%
GIA
86
GHP Investment Advisors
Colorado
$542K +$15.1K +1,149 +3%
CA
87
Capital Advantage
California
$523K +$289K +22,035 +124%
AIM
88
Aspen Investment Management
Michigan
$515K +$3.16K +240 +0.6%
JWS
89
Juncture Wealth Strategies
Arizona
$500K -$416K -31,605 -45%
AF
90
Allworth Financial
California
$493K +$106K +8,043 +27%
BC
91
Bartlett & Co
Ohio
$480K +$130K +9,885 +37%
GWM
92
Gupta Wealth Management
California
$478K +$478K +36,390 New
LA
93
LVW Advisors
New York
$469K +$2.49K +189 +0.5%
OC
94
Oarsman Capital
Wisconsin
$440K +$44.6K +3,396 +11%
GAM
95
Garrison Asset Management
Arkansas
$433K +$205K +15,564 +90%
SLA
96
Silver Lake Advisory
Utah
$399K +$101K +7,671 +34%
MCM
97
Mengis Capital Management
Oregon
$392K +$39.1K +2,982 +11%
WFG
98
Wills Financial Group
Virginia
$388K +$388K +29,562 New
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$382K +$382K +29,058 New
EWM
100
Edge Wealth Management
New York
$380K +$128K +9,672 +51%
2 3
4
5 6