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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

143 hedge funds and large institutions have $639M invested in Schwab US Dividend Equity ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
143
Holders Change
+34
Holders Change %
+31.19%
% of All Funds
3.82%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
40
Increased
69
Reduced
19
Closed
4
Calls
$446K
Puts
$1.32M
Net Calls
-$869K
Net Calls Change
-$32K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$130M
2
W
2
Wealthfront
California
$38.8M
3
GC
3
Gratus Capital
Georgia
$14.4M
4
MIH
4
Madison Investment Holdings
Wisconsin
$36.1M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$636K
2
Jane Street
2
Jane Street
New York
$0
3
TCM
3
Tuttle Capital Management
Connecticut
$818K
4
MAS
4
Madden Advisory Services
Florida
$3.53M
5
AI
5
Atria Investments
North Carolina
$7.08M
Name Market Value Shares Shares
Change 		Shares
Change %
AL
101
Agran Libbie
California
$257K 6,455 +6,455 New
S
102
SignatureFD
Georgia
$256K 6,412 – –
HCP
103
Holt Capital Partners
Texas
$256K 6,415 +6,415 New
EWM
104
Edge Wealth Management
New York
$254K 6,363 +897 +16%
ACM
105
Avalon Capital Management
California
$239K 6,000 – –
CA
106
Capital Advantage
California
$237K 5,936 +5,936 New
AMM
107
American Money Management
California
$236K 5,917 +5,917 New
GAM
108
Garrison Asset Management
Arkansas
$223K 5,790 – –
BSW
109
Buckingham Strategic Wealth
Missouri
$221K 5,546 +5,546 New
PI
110
Placemark Investments
Illinois
$195K 4,877 +150 +3%
JFA
111
JNBA Financial Advisors
Minnesota
$192K 4,809 – –
WRM
112
Westport Resources Management
Connecticut
$169K 4,250 -200 -4%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$158K 3,957 +215 +6%
DAM
114
Delta Asset Management
Tennessee
$152K 3,804 – –
WC
115
Whitnell & Co
Illinois
$150K 3,760 +760 +25%
VIA
116
Vantage Investment Advisors
Pennsylvania
$134K 3,368 +1,345 +66%
MWP
117
MYCIO Wealth Partners
Pennsylvania
$102K 2,563 +2,257 +738%
WF
118
WealthTrust Fairport
Ohio
$90K 2,267 +16 +0.7%
TCM
119
TD Capital Management
Tennessee
$82K 2,061 +2,061 New
Creative Planning
120
Creative Planning
Kansas
$69K 1,743 +1,137 +188%
CDIA
121
Capital Directions Investment Advisors
Georgia
$56K 1,394 +9 +0.6%
HNB
122
Huntington National Bank
Ohio
– – – –
MFS
123
MSI Financial Services
Massachusetts
$48K 1,202 +52 +5%
CFA
124
Camarda Financial Advisors
Florida
$48K 1,192 +1,192 New
HDIM
125
Hanson & Doremus Investment Management
Vermont
$47K 1,168 – –
2 3 4
5
6