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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

268 hedge funds and large institutions have $1.26B invested in Schwab US Dividend Equity ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 25 closing their positions.

Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
6.68%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
32
Increased
127
Reduced
68
Closed
25
Calls
$1.56M
Puts
$593K
Net Calls
+$967K
Net Calls Change
-$3.88M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$211M
2
Jane Street
2
Jane Street
New York
$19.3M
3
W
3
Wealthfront
California
$152M
4
GWM
4
Geneos Wealth Management
Colorado
$9.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
QI
1
QS Investors
New York
$0
2
APP
2
Avantax Planning Partners
Iowa
$102M
3
AA
3
Apriem Advisors
California
$9.15M
4
Bank of America
4
Bank of America
North Carolina
$29.7M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
JFGIW
76
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.1M 141,234 -6,450 -4%
JWS
77
Juncture Wealth Strategies
Arizona
$1.99M 134,085 +7,548 +6%
RC
78
Roundview Capital
New Jersey
$1.97M 132,861 +4,230 +3%
ECML
79
Eagle Capital Management (Louisiana)
Louisiana
$1.96M 131,673 +9,471 +8%
SFG
80
SevenBridge Financial Group
Pennsylvania
$1.93M 130,407 -2,598 -2%
QCMNJ
81
Quantum Capital Management (New Jersey)
New Jersey
$1.92M 129,432 -161,613 -56%
MNA
82
Manning & Napier Advisors
New York
– – – –
Koshinski Asset Management
83
Koshinski Asset Management
Illinois
$1.9M 127,839 +14,952 +13%
Creative Planning
84
Creative Planning
Kansas
$1.89M 127,107 +23,868 +23%
CCMW
85
Cypress Capital Management (Wyoming)
Wyoming
$1.86M 125,145 +4,485 +4%
BSB
86
Bangor Savings Bank
Maine
$1.83M 123,279 +9,240 +8%
FC
87
Financial Consulate
Maryland
$1.82M 122,403 +957 +0.8%
DLCIG
88
D.L. Carlson Investment Group
New Hampshire
$1.81M 121,680 +12,801 +12%
OA
89
Outfitter Advisors
Virginia
$1.68M 112,770 +15,525 +16%
FIM
90
Frontier Investment Management
Texas
$1.65M 111,897 +53,967 +93%
IAS
91
IMA Advisory Services
Colorado
$1.65M 110,697 +22,647 +26%
CA
92
Cambridge Advisors
Nebraska
$1.64M 110,472 -1,485 -1%
IAA
93
Independent Advisor Alliance
North Carolina
$1.63M 109,995 +109,995 New
SSI
94
Scott & Selber Inc
Texas
$1.6M 107,313 +2,976 +3%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.59M 106,980 +52,797 +97%
EVC
96
Eidelman Virant Capital
Missouri
$1.55M 104,055 -618 -0.6%
Mariner
97
Mariner
Kansas
$1.47M 98,634 +63,273 +179%
PCP
98
Proficio Capital Partners
Massachusetts
$1.43M 95,436 -138,765 -59%
SGAM
99
Steinberg Global Asset Management
Florida
$1.42M 95,292 +2,979 +3%
CWM
100
Concert Wealth Management
California
$1.4M 96,351 +6,027 +7%
2 3
4
5 6