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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

149 hedge funds and large institutions have $508M invested in Schwab US Dividend Equity ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
4.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
17
Increased
68
Reduced
40
Closed
19
Calls
$2.02M
Puts
$996K
Net Calls
+$1.03M
Net Calls Change
+$1.34M

Top Buyers

1
W
1
Wealthfront
California
$52.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$11.1M
4
Jane Street
4
Jane Street
New York
$5.51M
5
CC
5
Curian Capital
Colorado
$29.7M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$110K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
TCM
3
Tuttle Capital Management
Connecticut
$0
4
GC
4
Gratus Capital
Georgia
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
101
Rench Wealth Management
Texas
$278K 21,762 -1,077 -5%
NFG
102
Nadler Financial Group
Illinois
$265K 20,766 +600 +3%
BAC
103
Boys Arnold & Co
North Carolina
$264K 20,700 +20,700 New
IIC
104
Ironwood Investment Counsel
Arizona
$263K 20,640 – –
TC
105
Trust Company
Kansas
$255K 19,950 +19,950 New
ACM
106
Avalon Capital Management
California
$230K 18,000 – –
FFS
107
Founders Financial Securities
Maryland
$225K 17,661 +17,661 New
HighTower Advisors
108
HighTower Advisors
Illinois
$207K 16,236 +16,236 New
JFA
109
JNBA Financial Advisors
Minnesota
$184K 14,427 – –
WRM
110
Westport Resources Management
Connecticut
$163K 12,750 – –
VIA
111
Vantage Investment Advisors
Pennsylvania
$154K 12,090 -8,430 -41%
DAM
112
Delta Asset Management
Tennessee
$146K 11,412 – –
WC
113
Whitnell & Co
Illinois
$144K 11,280 – –
MAA
114
Managed Account Advisors
New Jersey
$110K 8,652 -20,176,203 -100%
CWA
115
Cypress Wealth Advisors
California
$107K 8,397 +8,397 New
MFS
116
MSI Financial Services
Massachusetts
$101K 7,929 +1,698 +27%
MWP
117
MYCIO Wealth Partners
Pennsylvania
$98K 7,704 +9 +0.1%
EWM
118
Evercore Wealth Management
New York
$96K 7,500 +7,500 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$90K 7,086 +114 +2%
SEI Investments
120
SEI Investments
Pennsylvania
$74K 5,760 – –
LNWWM
121
Laird Norton Wetherby Wealth Management
California
$68K 5,295 +5,295 New
KCPG
122
Kavar Capital Partners Group
Kansas
$62K 4,893 +4,893 New
TCM
123
TD Capital Management
Tennessee
$55K 4,278 – –
HNB
124
Huntington National Bank
Ohio
– – -3,864 Closed
SSB
125
Sandy Spring Bank
Maryland
$48K 3,726 – –
3 4
5
6 7