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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

239 hedge funds and large institutions have $1.18B invested in Schwab US Dividend Equity ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
239
Holders Change
+16
Holders Change %
+7.17%
% of All Funds
6.39%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
27
Increased
116
Reduced
61
Closed
7
Calls
$4.6M
Puts
$406K
Net Calls
+$4.2M
Net Calls Change
+$2.15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$275M
2
CSIA
2
Charles Schwab Investment Advisory
California
$119M
3
W
3
Wealthfront
California
$139M
4
Citigroup
4
Citigroup
New York
$14.3M
5
GC
5
Gratus Capital
Georgia
$9M

Top Sellers

1
FIM
1
Frontier Investment Management
Texas
$9.87M
2
HCM
2
Hengehold Capital Management
Ohio
$7.21M
3
Jane Street
3
Jane Street
New York
$576K
4
FWM
4
Frontier Wealth Management
Missouri
$2.72M
5
FA
5
Fagan Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Cambridge Advisors
Nebraska
$1.53M +$70.8K +5,022 +5%
JPMPWA
77
J.P. Morgan Private Wealth Advisors
California
$1.5M +$1.5M +106,413 New
SSI
78
Scott & Selber Inc
Texas
$1.49M -$85.9K -6,090 -5%
RWM
79
RKL Wealth Management
Pennsylvania
$1.44M +$24.5K +1,734 +2%
PAG
80
Private Advisor Group
New Jersey
$1.43M +$158K +11,343 +12%
SGAM
81
Steinberg Global Asset Management
Florida
$1.41M +$118K +8,370 +9%
MAS
82
Madden Advisory Services
Florida
$1.34M -$25.8K -1,830 -2%
OA
83
Outfitter Advisors
Virginia
$1.32M +$283K +20,070 +27%
FAAS
84
First Allied Advisory Services
California
$1.32M +$36.3K +2,574 +3%
RCG
85
Ruggie Capital Group
Florida
$1.26M -$282K -19,983 -18%
DLCIG
86
D.L. Carlson Investment Group
New Hampshire
$1.25M +$527K +37,359 +73%
JIC
87
JRM Investment Counsel
Nebraska
$1.23M +$1.23M +87,345 New
NIC
88
Northwest Investment Counselors
Oregon
$1.09M +$29.7K +2,109 +3%
DG
89
Davidson & Garrard
Virginia
$1.06M +$32K +2,271 +3%
Lido Advisors
90
Lido Advisors
California
$1.05M +$165K +11,700 +19%
Creative Planning
91
Creative Planning
Kansas
$999K +$875K +62,007 +705%
BWM
92
Baystate Wealth Management
Massachusetts
$993K +$245K +17,391 +33%
VCAM
93
Van Cleef Asset Management
Ohio
$987K -$136K -9,657 -12%
CIA
94
Capital Investment Advisors
Georgia
$969K +$77.7K +5,505 +9%
Luther King Capital Management (LKCM)
95
Luther King Capital Management (LKCM)
Texas
$944K +$5.46K +387 +0.6%
SFG
96
StrategIQ Financial Group
Indiana
$936K +$75.1K +5,325 +9%
ADL
97
Asset Dedication LLC
California
$913K +$9.12K +648 +1%
BBPWM
98
Blue Bell Private Wealth Management
Pennsylvania
$900K -$257K -18,252 -22%
VF
99
Virtu Financial
New York
$883K +$883K +62,622 New
BFPW
100
BOK Financial Private Wealth
Colorado
$873K +$42 +3 +0%
2 3
4
5 6