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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

153 hedge funds and large institutions have $777M invested in Schwab US Dividend Equity ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
4.08%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
23
Increased
80
Reduced
35
Closed
10
Calls
$615K
Puts
$926K
Net Calls
-$311K
Net Calls Change
+$558K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$265M
2
HB
2
Homrich & Berg
Georgia
$72.2M
3
Wells Fargo
3
Wells Fargo
California
$13M
4
W
4
Wealthfront
California
$43M
5
TCM
5
Tuttle Capital Management
Connecticut
$5.35M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$16.5M
2
GC
2
Gratus Capital
Georgia
$4.13M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.34M
4
CC
4
Curian Capital
Colorado
$26.2M
5
FIM
5
Frontier Investment Management
Texas
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$366K 27,846 -88,803 -76%
AL
102
Agran Libbie
California
$344K 26,205 +6,840 +35%
OAM
103
Occidental Asset Management
California
$327K 24,900 – –
S
104
SignatureFD
Georgia
$327K 24,861 +5,625 +29%
SIC
105
Salem Investment Counselors
North Carolina
$305K 23,181 +3,801 +20%
ACM
106
Alpha Capital Management
Texas
$304K 22,896 – –
RWM
107
Rench Wealth Management
Texas
$300K 22,839 +2,301 +11%
AMM
108
American Money Management
California
$278K 21,168 +3,417 +19%
IIC
109
Ironwood Investment Counsel
Arizona
$271K 20,640 +540 +3%
VIA
110
Vantage Investment Advisors
Pennsylvania
$270K 20,520 +10,416 +103%
NFG
111
Nadler Financial Group
Illinois
$265K 20,166 – –
ACM
112
Avalon Capital Management
California
$236K 18,000 – –
Jane Street
113
Jane Street
New York
$223K 16,968 +16,968 New
JFA
114
JNBA Financial Advisors
Minnesota
$190K 14,427 – –
WRM
115
Westport Resources Management
Connecticut
$167K 12,750 – –
DAM
116
Delta Asset Management
Tennessee
$150K 11,412 – –
WC
117
Whitnell & Co
Illinois
$148K 11,280 – –
CWM
118
Concert Wealth Management
California
$120K 57,573 +399 +0.7%
MWP
119
MYCIO Wealth Partners
Pennsylvania
$101K 7,695 +6 +0.1%
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$92K 6,972 +5,076 +268%
MFS
121
MSI Financial Services
Massachusetts
$82K 6,231 +2,625 +73%
SEI Investments
122
SEI Investments
Pennsylvania
$75K 5,760 +5,760 New
TRCT
123
Tower Research Capital (TRC)
New York
$73K 5,559 -107,808 -95%
Creative Planning
124
Creative Planning
Kansas
$60K 4,593 -636 -12%
TCM
125
TD Capital Management
Tennessee
$56K 4,278 -1,905 -31%
3 4
5
6 7