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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

263 hedge funds and large institutions have $1.2B invested in Schwab US Dividend Equity ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 10 closing their positions.

Holders
263
Holders Change
+24
Holders Change %
+10.04%
% of All Funds
6.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.53%
New
40
Increased
123
Reduced
63
Closed
10
Calls
$5.29M
Puts
$444K
Net Calls
+$4.85M
Net Calls Change
+$647K

Top Buyers

1
QI
1
QS Investors
New York
$36.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$154M
3
CCP
3
Cardan Capital Partners
Colorado
$6.72M
4
RJA
4
Raymond James & Associates
Florida
$5.84M
5
UBS Group
5
UBS Group
Switzerland
$31.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
AA
2
Apriem Advisors
California
$23M
3
GC
3
Gratus Capital
Georgia
$255K
4
W
4
Wealthfront
California
$135M
5
OIM
5
Opus Investment Management
Massachusetts
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
TW
76
Transform Wealth
Colorado
$2.02M 138,840 -339 -0.2%
IA
77
IFP Advisors
Florida
$1.91M 131,484 -25,875 -16%
RC
78
Roundview Capital
New Jersey
$1.87M 128,631 +1,875 +1%
SFG
79
SevenBridge Financial Group
Pennsylvania
$1.84M 133,005 – –
JWS
80
Juncture Wealth Strategies
Arizona
$1.84M 126,537 -1,137 -0.9%
ECML
81
Eagle Capital Management (Louisiana)
Louisiana
$1.78M 122,202 -1,878 -2%
FC
82
Financial Consulate
Maryland
$1.76M 121,446 -2,754 -2%
CCMW
83
Cypress Capital Management (Wyoming)
Wyoming
$1.76M 120,660 +120,660 New
FAAS
84
First Allied Advisory Services
California
$1.75M 120,390 +26,997 +29%
PAG
85
Private Advisor Group
New Jersey
$1.69M 116,229 +13,917 +14%
BSB
86
Bangor Savings Bank
Maine
$1.66M 114,039 +213 +0.2%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$1.64M 112,887 -486 -0.4%
CA
88
Cambridge Advisors
Nebraska
$1.63M 111,957 +3,468 +3%
DLCIG
89
D.L. Carlson Investment Group
New Hampshire
$1.58M 108,879 +20,436 +23%
EVC
90
Eidelman Virant Capital
Missouri
$1.52M 104,673 -12,270 -10%
Lido Advisors
91
Lido Advisors
California
$1.52M 104,535 +30,111 +40%
SSI
92
Scott & Selber Inc
Texas
$1.52M 104,337 -948 -0.9%
Creative Planning
93
Creative Planning
Kansas
$1.5M 103,239 +32,439 +46%
TRCT
94
Tower Research Capital (TRC)
New York
$1.5M 103,158 -25,209 -20%
HighTower Advisors
95
HighTower Advisors
Illinois
$1.47M 101,091 +77,838 +335%
OA
96
Outfitter Advisors
Virginia
$1.41M 97,245 +3,690 +4%
SGAM
97
Steinberg Global Asset Management
Florida
$1.34M 92,313 -7,665 -8%
RBCM
98
Raub Brock Capital Management
California
$1.33M 91,614 +91,614 New
MAS
99
Madden Advisory Services
Florida
$1.32M 91,140 -4,212 -4%
CWM
100
Concert Wealth Management
California
$1.31M 90,324 +36,138 +67%
2 3
4
5 6