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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

157 hedge funds and large institutions have $463M invested in Schwab US Dividend Equity ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 15 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
4.39%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
25
Increased
53
Reduced
55
Closed
15
Calls
$1.33M
Puts
$938K
Net Calls
+$392K
Net Calls Change
-$634K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$21.1M
2
CSIA
2
Charles Schwab Investment Advisory
California
$17.1M
3
QCMNJ
3
Quantum Capital Management (New Jersey)
New Jersey
$4.39M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.1M
5
GC
5
Gratus Capital
Georgia
$3.77M

Top Sellers

1
CC
1
Curian Capital
Colorado
$5.51M
2
AA
2
Apriem Advisors
California
$142K
3
W
3
Wealthfront
California
$43.1M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$18.5M
5
Wells Fargo
5
Wells Fargo
California
$6.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
76
Aldebaran Financial
$696K 58,074 +58,074 New
CIA
77
Capital Investment Advisors
Georgia
$678K 56,562 +342 +0.6%
RJA
78
Raymond James & Associates
Florida
$640K 53,439 -106,767 -67%
CWM
79
Concert Wealth Management
California
$604K 50,634 -1,623 -3%
VFS
80
VSR Financial Services
Kansas
$581K 48,465 +48,465 New
SFSG
81
Stearns Financial Services Group
North Carolina
$576K 48,042 -4,149 -8%
GIA
82
GHP Investment Advisors
Colorado
$556K 46,377 +1,140 +3%
SMC
83
Smith, Moore & Co
Missouri
$522K 43,563 – –
QCMC
84
Quantum Capital Management (California)
California
$499K 41,676 – –
OC
85
Oarsman Capital
Wisconsin
$485K 40,434 +1,479 +4%
GAM
86
Garrison Asset Management
Arkansas
$465K 38,838 -282 -0.7%
GWM
87
Gupta Wealth Management
California
$465K 38,838 +1,545 +4%
Mariner
88
Mariner
Kansas
$450K 37,518 -1,608 -4%
LA
89
LVW Advisors
New York
$432K 36,039 -177 -0.5%
VNA
90
Valley National Advisers
Pennsylvania
$418K 34,884 -23,049 -40%
VA
91
Valmark Advisers
Ohio
$414K 34,524 +34,524 New
ACM
92
Alpha Capital Management
Texas
$404K 33,690 +6,291 +23%
WFG
93
Wills Financial Group
Virginia
$386K 32,241 +429 +1%
MCM
94
Mengis Capital Management
Oregon
$369K 30,798 +339 +1%
EWM
95
Edge Wealth Management
New York
$369K 30,984 +1,860 +6%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$348K 29,058 – –
BC
97
Bartlett & Co
Ohio
$330K 27,510 -7,515 -21%
OAM
98
Occidental Asset Management
California
$298K 24,900 – –
AF
99
Allworth Financial
California
$289K 24,141 -12,714 -34%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$287K 23,904 -25,539 -52%
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4
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