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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

223 hedge funds and large institutions have $831M invested in Schwab US Dividend Equity ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 42 reducing their positions, and 18 closing their positions.

Holders
223
Holders Change
+28
Holders Change %
+14.36%
% of All Funds
5.96%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
48
Increased
101
Reduced
42
Closed
18
Calls
$2.84M
Puts
$787K
Net Calls
+$2.05M
Net Calls Change
+$2.29M

Top Buyers

1
AA
1
Apriem Advisors
California
$29.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$77.2M
3
W
3
Wealthfront
California
$115M
4
OIM
4
Opus Investment Management
Massachusetts
$18.8M
5
Bank of America
5
Bank of America
North Carolina
$34.3M

Top Sellers

1
PMG
1
ProVise Management Group
Florida
$7.87M
2
LPL Financial
2
LPL Financial
California
$8.13M
3
CCP
3
Cardan Capital Partners
Colorado
$0
4
BJ
4
Brouwer & Janachowski
California
$0
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
76
Koshinski Asset Management
Illinois
$1.46M +$97.8K +7,077 +7%
CA
77
Cambridge Advisors
Nebraska
$1.43M +$33.4K +2,415 +2%
RWM
78
RKL Wealth Management
Pennsylvania
$1.39M +$170K +12,303 +14%
MAS
79
Madden Advisory Services
Florida
$1.34M -$60.1K -4,353 -4%
SGAM
80
Steinberg Global Asset Management
Florida
$1.27M +$121K +8,769 +11%
PAG
81
Private Advisor Group
New Jersey
$1.26M +$66.3K +4,794 +6%
FAAS
82
First Allied Advisory Services
California
$1.25M +$3.68K +267 +0.3%
DADC
83
D.A. Davidson & Co
Montana
$1.23M +$979K +70,908 +396%
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$1.13M -$20.7K -1,497 -2%
VNA
85
Valley National Advisers
Pennsylvania
$1.12M +$648K +46,881 +138%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$1.1M +$390K +28,194 +55%
VCAM
87
Van Cleef Asset Management
Ohio
$1.1M -$165K -11,928 -13%
NIC
88
Northwest Investment Counselors
Oregon
$1.03M +$130K +9,405 +14%
OA
89
Outfitter Advisors
Virginia
$1.02M +$1.02M +73,485 New
DG
90
Davidson & Garrard
Virginia
$1.01M -$132K -9,570 -12%
DW
91
Domani Wealth
Pennsylvania
$991K -$25.3K -1,833 -2%
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$920K +$7.34K +531 +0.8%
EWM
93
Edge Wealth Management
New York
$910K +$66.7K +4,836 +8%
ADL
94
Asset Dedication LLC
California
$887K – – –
CIA
95
Capital Investment Advisors
Georgia
$873K +$44K +3,183 +5%
Lido Advisors
96
Lido Advisors
California
$866K +$866K +62,724 New
TFA
97
Toth Financial Advisory
Virginia
$865K -$156K -11,289 -15%
BFPW
98
BOK Financial Private Wealth
Colorado
$855K +$855K +61,908 New
SFG
99
StrategIQ Financial Group
Indiana
$843K +$136K +9,879 +19%
CWM
100
Concert Wealth Management
California
$820K -$85.4K -6,147 -9%
2 3
4
5 6