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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

195 hedge funds and large institutions have $642M invested in Schwab US Dividend Equity ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
86
Reduced
52
Closed
20
Calls
$660K
Puts
$904K
Net Calls
-$244K
Net Calls Change
-$217K

Top Buyers

1
W
1
Wealthfront
California
$91.5M
2
SMG
2
Spectrum Management Group
Indiana
$21.4M
3
CSIA
3
Charles Schwab Investment Advisory
California
$45.9M
4
FIM
4
Frontier Investment Management
Texas
$8.78M
5
HCM
5
Hengehold Capital Management
Ohio
$23.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
HB
2
Homrich & Berg
Georgia
$20.9M
3
QI
3
QS Investors
New York
$1.13M
4
AA
4
Apriem Advisors
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$6.17M
Name Market Value Shares Shares
Change 		Shares
Change %
SGAM
76
Steinberg Global Asset Management
Florida
$1.11M 27,613 +3,329 +14%
DG
77
Davidson & Garrard
Virginia
$1.1M 27,501 +375 +1%
GWM
78
Gupta Wealth Management
California
$1.09M 27,251 +13,260 +95%
TFA
79
Toth Financial Advisory
Virginia
$988K 24,648 -458 -2%
DW
80
Domani Wealth
Pennsylvania
$983K 24,521 +24,521 New
VFS
81
VSR Financial Services
Kansas
$957K 23,860 -8,578 -26%
Citigroup
82
Citigroup
New York
$942K 23,502 +16,007 +214%
VA
83
Valmark Advisers
Ohio
$919K 22,911 +11,403 +99%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$883K 22,014 +164 +0.8%
NIC
85
Northwest Investment Counselors
Oregon
$874K 21,807 +1,485 +7%
CWM
86
Concert Wealth Management
California
$873K 21,720 -647 -3%
ADL
87
Asset Dedication LLC
California
$858K 21,403 -5,348 -20%
BCMO
88
Buckingham Capital Management (Ohio)
Ohio
$825K 20,567 -4,179 -17%
EWM
89
Edge Wealth Management
New York
$817K 20,378 +11,490 +129%
CIA
90
Capital Investment Advisors
Georgia
$802K 20,000 +1,284 +7%
Jane Street
91
Jane Street
New York
$789K 19,688 -39,719 -67%
AF
92
Aldebaran Financial
$777K 19,373 +8 +0%
CWA
93
Cypress Wealth Advisors
California
$731K 18,244 +18,244 New
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$691K 17,233 -30,260 -64%
SFG
95
StrategIQ Financial Group
Indiana
$683K 17,048 +556 +3%
GIA
96
GHP Investment Advisors
Colorado
$628K 15,657 -149 -0.9%
SFSG
97
Stearns Financial Services Group
North Carolina
$608K 15,166 -1,097 -7%
FFWA
98
FRG Family Wealth Advisors
Washington
$585K 14,575 – –
ACM
99
Alpha Capital Management
Texas
$538K 13,424 +404 +3%
FWM
100
Focused Wealth Management
New York
$532K 13,272 – –
2 3
4
5 6