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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

186 hedge funds and large institutions have $862M invested in Schwab US Dividend Equity ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+29
Holders Change %
+18.47%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.42%
New
42
Increased
75
Reduced
44
Closed
12
Calls
$517K
Puts
$544K
Net Calls
-$27K
Net Calls Change
-$419K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$301M
2
QI
2
QS Investors
New York
$23.9M
3
UBS Group
3
UBS Group
Switzerland
$18.3M
4
W
4
Wealthfront
California
$61.5M
5
CSIA
5
Charles Schwab Investment Advisory
California
$27.4M

Top Sellers

1
HB
1
Homrich & Berg
Georgia
$47.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$2M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$13.6M
4
AI
4
Atria Investments
North Carolina
$0
5
GC
5
Gratus Capital
Georgia
$201K
Name Market Value Shares Shares
Change 		Shares
Change %
DG
76
Davidson & Garrard
Virginia
$1.05M 81,378 -6,177 -7%
ADL
77
Asset Dedication LLC
California
$1.03M 80,253 +80,253 New
TFA
78
Toth Financial Advisory
Virginia
$968K 75,318 +11,232 +18%
BCMO
79
Buckingham Capital Management (Ohio)
Ohio
$954K 74,238 -5,529 -7%
SGAM
80
Steinberg Global Asset Management
Florida
$936K 72,852 +1,413 +2%
JFGIW
81
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$885K 68,886 +65,223 +1,781%
BCI
82
Brinker Capital Investments
Pennsylvania
$878K 68,322 +984 +1%
CWM
83
Concert Wealth Management
California
$864K 67,101 +16,467 +33%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$843K 65,550 +65,550 New
SIG
85
Stanford Investment Group
California
$838K 65,187 +65,187 New
PAG
86
Private Advisor Group
New Jersey
$793K 61,713 +2,307 +4%
NIC
87
Northwest Investment Counselors
Oregon
$784K 60,966 -3,873 -6%
AF
88
Aldebaran Financial
$741K 58,095 +21 +0%
CIA
89
Capital Investment Advisors
Georgia
$722K 56,148 -414 -0.7%
SFG
90
StrategIQ Financial Group
Indiana
$636K 49,476 +49,476 New
SFSG
91
Stearns Financial Services Group
North Carolina
$627K 48,789 +747 +2%
GIA
92
GHP Investment Advisors
Colorado
$609K 47,418 +1,041 +2%
ACM
93
Argent Capital Management
Missouri
$580K 45,090 +45,090 New
FFWA
94
FRG Family Wealth Advisors
Washington
$562K 43,725 +43,725 New
OC
95
Oarsman Capital
Wisconsin
$541K 42,108 +1,674 +4%
GWM
96
Gupta Wealth Management
California
$539K 41,973 +3,135 +8%
BAC
97
Boys Arnold & Co
North Carolina
$532K 41,400 +20,700 +100%
FWM
98
Focused Wealth Management
New York
$512K 39,816 +39,816 New
ACM
99
Alpha Capital Management
Texas
$502K 39,060 +5,370 +16%
RJA
100
Raymond James & Associates
Florida
$491K 38,223 -15,216 -28%
2 3
4
5 6