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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

149 hedge funds and large institutions have $508M invested in Schwab US Dividend Equity ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
4.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
17
Increased
68
Reduced
40
Closed
19
Calls
$2.02M
Puts
$996K
Net Calls
+$1.03M
Net Calls Change
+$1.34M

Top Buyers

1
W
1
Wealthfront
California
$52.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$11.1M
4
Jane Street
4
Jane Street
New York
$5.51M
5
CC
5
Curian Capital
Colorado
$29.7M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$110K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
TCM
3
Tuttle Capital Management
Connecticut
$0
4
GC
4
Gratus Capital
Georgia
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFSG
76
Stearns Financial Services Group
North Carolina
$666K 52,191 -2,094 -4%
CWM
77
Concert Wealth Management
California
$665K 52,257 -5,316 -9%
CTC
78
Central Trust Company
Missouri
$644K 50,460 +50,460 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$630K 49,443 -4,593 -8%
TCM
80
Twele Capital Management
Minnesota
$574K 44,952 +744 +2%
GIA
81
GHP Investment Advisors
Colorado
$574K 45,237 +3,966 +10%
SMC
82
Smith, Moore & Co
Missouri
$556K 43,563 – –
JWS
83
Juncture Wealth Strategies
Arizona
$534K 41,814 +3,789 +10%
QCMC
84
Quantum Capital Management (California)
California
$532K 41,676 +41,676 New
Mariner
85
Mariner
Kansas
$499K 39,126 -2,316 -6%
GAM
86
Garrison Asset Management
Arkansas
$499K 39,120 +6,186 +19%
OC
87
Oarsman Capital
Wisconsin
$497K 38,955 +5,457 +16%
GWM
88
Gupta Wealth Management
California
$476K 37,293 +903 +2%
AF
89
Allworth Financial
California
$470K 36,855 -678 -2%
LA
90
LVW Advisors
New York
$462K 36,216 +543 +2%
BC
91
Bartlett & Co
Ohio
$447K 35,025 -1,500 -4%
WFG
92
Wills Financial Group
Virginia
$406K 31,812 +2,250 +8%
MCM
93
Mengis Capital Management
Oregon
$388K 30,459 +558 +2%
EWM
94
Edge Wealth Management
New York
$372K 29,124 +363 +1%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$371K 29,058 – –
ACM
96
Alpha Capital Management
Texas
$350K 27,399 +4,503 +20%
OAM
97
Occidental Asset Management
California
$318K 24,900 – –
SIC
98
Salem Investment Counselors
North Carolina
$296K 23,181 – –
AMM
99
American Money Management
California
$296K 23,172 +2,004 +9%
S
100
SignatureFD
Georgia
$292K 22,854 -2,007 -8%
2 3
4
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