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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

302 hedge funds and large institutions have $1.53B invested in Schwab US Dividend Equity ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
31
Increased
144
Reduced
86
Closed
17
Calls
$2.53M
Puts
$1.04M
Net Calls
+$1.49M
Net Calls Change
+$806K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$327M
2
W
2
Wealthfront
California
$211M
3
Wells Fargo
3
Wells Fargo
California
$21.3M
4
TSS
4
Two Sigma Securities
New York
$9.68M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$10.7M

Top Sellers

1
OIM
1
Opus Investment Management
Massachusetts
$22.1M
2
SMG
2
Spectrum Management Group
Indiana
$21M
3
FWM
3
Frontier Wealth Management
Missouri
$2.22M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$668K
5
Jane Street
5
Jane Street
New York
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$2.4M 50,520 +886 +2%
EVC
77
Eidelman Virant Capital
Missouri
$2.37M 50,561 +14,984 +42%
RC
78
Roundview Capital
New Jersey
$2.32M 49,663 +3,537 +8%
DLCIG
79
D.L. Carlson Investment Group
New Hampshire
$2.32M 49,509 +3,217 +7%
SFG
80
SevenBridge Financial Group
Pennsylvania
$2.27M 48,529 +217 +0.4%
FWM
81
Frontier Wealth Management
Missouri
$2.22M 47,530 -68,676 -59%
Koshinski Asset Management
82
Koshinski Asset Management
Illinois
$2.18M 46,617 +1,785 +4%
CCMW
83
Cypress Capital Management (Wyoming)
Wyoming
$2.15M 45,890 -620 -1%
TW
84
Transform Wealth
Colorado
$2.13M 45,482 +45,482 New
BSB
85
Bangor Savings Bank
Maine
$2.12M 45,283 +1,100 +2%
VNA
86
Valley National Advisers
Pennsylvania
$2.12M 45,197 -1,883 -4%
ECML
87
Eagle Capital Management (Louisiana)
Louisiana
$2.12M 45,193 +699 +2%
JWS
88
Juncture Wealth Strategies
Arizona
$2.07M 44,163 -859 -2%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$1.99M 42,576 +42,576 New
OA
90
Outfitter Advisors
Virginia
$1.99M 42,490 +2,550 +6%
Millennium Management
91
Millennium Management
New York
$1.98M 42,328 +42,328 New
AIM
92
Arcadia Investment Management
Michigan
$1.97M 41,985 +39,539 +1,616%
HA
93
Hamel Associates
New Jersey
$1.94M 41,455 -732 -2%
IAS
94
IMA Advisory Services
Colorado
$1.89M 40,381 +5,804 +17%
RWM
95
RKL Wealth Management
Pennsylvania
$1.84M 39,219 -4,310 -10%
REMPR
96
Roof Eidam Maycock Peralta (REMP)
California
$1.82M 38,918 +2,260 +6%
JFGIW
97
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.81M 38,669 -52 -0.1%
Mariner
98
Mariner
Kansas
$1.79M 38,300 +2,598 +7%
FC
99
Financial Consulate
Maryland
$1.79M 38,158 -2,382 -6%
NIC
100
Northwest Investment Counselors
Oregon
$1.7M 36,230 +5,684 +19%
2 3
4
5 6