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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

289 hedge funds and large institutions have $1.35B invested in Schwab US Dividend Equity ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 14 closing their positions.

Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
7.22%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
131
Reduced
84
Closed
14
Calls
$1.81M
Puts
$1.12M
Net Calls
+$687K
Net Calls Change
-$280K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$266M
2
W
2
Wealthfront
California
$173M
3
OIM
3
Opus Investment Management
Massachusetts
$26.1M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.2M
5
YMRC
5
Yorktown Management & Research Company
Virginia
$4.51M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.6M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.65M
3
AA
3
Apriem Advisors
California
$1.15M
4
MIH
4
Madison Investment Holdings
Wisconsin
$26.5M
5
APP
5
Avantax Planning Partners
Iowa
$99.5M
Name Market Value Shares Shares
Change 		Shares
Change %
DLCIG
76
D.L. Carlson Investment Group
New Hampshire
$2.09M 138,876 +17,196 +14%
RC
77
Roundview Capital
New Jersey
$2.08M 138,378 +5,517 +4%
QCMNJ
78
Quantum Capital Management (New Jersey)
New Jersey
$2.05M 136,131 +6,699 +5%
JWS
79
Juncture Wealth Strategies
Arizona
$2.03M 135,066 +981 +0.7%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$2.02M 134,496 +6,657 +5%
ECML
81
Eagle Capital Management (Louisiana)
Louisiana
$2.01M 133,482 +1,809 +1%
BSB
82
Bangor Savings Bank
Maine
$1.99M 132,549 +9,270 +8%
RWM
83
RKL Wealth Management
Pennsylvania
$1.97M 130,587 -14,010 -10%
HA
84
Hamel Associates
New Jersey
$1.9M 126,561 -18,825 -13%
FC
85
Financial Consulate
Maryland
$1.83M 121,620 -783 -0.6%
OA
86
Outfitter Advisors
Virginia
$1.8M 119,820 +7,050 +6%
AIP
87
Almanack Investment Partners
Pennsylvania
$1.78M 118,191 +39,258 +50%
JFGIW
88
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.75M 116,163 -25,071 -18%
REMPR
89
Roof Eidam Maycock Peralta (REMP)
California
$1.65M 109,974 -649,311 -86%
Mariner
90
Mariner
Kansas
$1.61M 107,106 +8,472 +9%
EVC
91
Eidelman Virant Capital
Missouri
$1.6M 106,731 +2,676 +3%
SSI
92
Scott & Selber Inc
Texas
$1.58M 105,372 -1,941 -2%
IAS
93
IMA Advisory Services
Colorado
$1.56M 103,731 -6,966 -6%
CA
94
Cambridge Advisors
Nebraska
$1.51M 100,629 -9,843 -9%
SGAM
95
Steinberg Global Asset Management
Florida
$1.45M 96,174 +882 +0.9%
AWS
96
AJ Wealth Strategies
New York
$1.44M 96,069 -185,133 -66%
CWM
97
Concert Wealth Management
California
$1.38M 91,590 -4,761 -5%
NIC
98
Northwest Investment Counselors
Oregon
$1.38M 91,638 +3,627 +4%
BTS
99
BB&T Securities
Virginia
$1.38M 91,668 +58,047 +173%
TYCC
100
Texas Yale Capital Corp
Florida
$1.38M 91,545 +4,497 +5%
2 3
4
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