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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

157 hedge funds and large institutions have $463M invested in Schwab US Dividend Equity ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 15 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
4.39%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
25
Increased
53
Reduced
55
Closed
15
Calls
$1.33M
Puts
$938K
Net Calls
+$392K
Net Calls Change
-$634K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$21.1M
2
CSIA
2
Charles Schwab Investment Advisory
California
$17.1M
3
QCMNJ
3
Quantum Capital Management (New Jersey)
New Jersey
$4.39M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.1M
5
GC
5
Gratus Capital
Georgia
$3.77M

Top Sellers

1
CC
1
Curian Capital
Colorado
$5.51M
2
AA
2
Apriem Advisors
California
$142K
3
W
3
Wealthfront
California
$43.1M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$18.5M
5
Wells Fargo
5
Wells Fargo
California
$6.1M
Name Market Value Shares Shares
Change 		Shares
Change %
AMM
101
American Money Management
California
$277K 23,136 -36 -0.2%
RWM
102
Rench Wealth Management
Texas
$276K 23,064 +1,302 +6%
S
103
SignatureFD
Georgia
$274K 22,854 – –
SIC
104
Salem Investment Counselors
North Carolina
$268K 22,581 -600 -3%
AFWA
105
Ancora Family Wealth Advisors
Ohio
$260K 21,732 +21,732 New
NFG
106
Nadler Financial Group
Illinois
$249K 20,766 – –
Citigroup
107
Citigroup
New York
$248K 20,685 -136,290 -87%
BAC
108
Boys Arnold & Co
North Carolina
$248K 20,700 – –
IIC
109
Ironwood Investment Counsel
Arizona
$242K 20,250 -390 -2%
NGA
110
Naples Global Advisors
Florida
$231K 19,290 +19,290 New
GHA
111
GW Henssler & Associates
Georgia
$210K 17,535 +17,535 New
KF
112
Krilogy Financial
Missouri
$201K 16,734 +16,734 New
VIA
113
Vantage Investment Advisors
Pennsylvania
$164K 13,680 +1,590 +13%
JFA
114
JNBA Financial Advisors
Minnesota
$148K 12,315 -2,112 -15%
AA
115
Apriem Advisors
California
$142K 11,850 -762,132 -98%
CTC
116
Central Trust Company
Missouri
$139K 11,610 -38,850 -77%
DAM
117
Delta Asset Management
Tennessee
$137K 11,412 – –
WC
118
Whitnell & Co
Illinois
$135K 11,280 – –
SA
119
SRH Advisors
Kansas
$128K 10,680 +7,650 +252%
TC
120
Trust Company
Kansas
$115K 9,600 -10,350 -52%
MFS
121
MSI Financial Services
Massachusetts
$106K 8,811 +882 +11%
WRM
122
Westport Resources Management
Connecticut
$96K 8,025 -4,725 -37%
MWP
123
MYCIO Wealth Partners
Pennsylvania
$92K 7,710 +6 +0.1%
EWM
124
Evercore Wealth Management
New York
$90K 7,500 – –
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$89K 7,443 +357 +5%
3 4
5
6 7