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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

195 hedge funds and large institutions have $642M invested in Schwab US Dividend Equity ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
86
Reduced
52
Closed
20
Calls
$660K
Puts
$904K
Net Calls
-$244K
Net Calls Change
-$217K

Top Buyers

1
W
1
Wealthfront
California
$91.5M
2
SMG
2
Spectrum Management Group
Indiana
$21.4M
3
CSIA
3
Charles Schwab Investment Advisory
California
$45.9M
4
FIM
4
Frontier Investment Management
Texas
$8.78M
5
HCM
5
Hengehold Capital Management
Ohio
$23.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
HB
2
Homrich & Berg
Georgia
$20.9M
3
QI
3
QS Investors
New York
$1.13M
4
AA
4
Apriem Advisors
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$6.17M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
101
Oarsman Capital
Wisconsin
$507K 12,650 -1,386 -10%
MIAN
102
Mariner Independent Advisor Network
Kansas
$495K 12,356 +12,356 New
LA
103
LVW Advisors
New York
$486K 12,124 +111 +0.9%
VNA
104
Valley National Advisers
Pennsylvania
$454K 11,321 +1,106 +11%
GAM
105
Garrison Asset Management
Arkansas
$447K 11,152 -296 -3%
MCM
106
Mengis Capital Management
Oregon
$441K 11,013 +504 +5%
WFG
107
Wills Financial Group
Virginia
$432K 10,782 -91 -0.8%
AMM
108
American Money Management
California
$431K 10,751 +2,927 +37%
AF
109
Allworth Financial
California
$414K 10,331 +1,151 +13%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$388K 9,686 – –
TPWA
111
TRUE Private Wealth Advisors
Oregon
$349K 8,709 +576 +7%
RCM
112
Rain Capital Management
Oregon
$347K 8,657 -37,659 -81%
BRWA
113
B. Riley Wealth Advisors
Florida
$343K 8,565 +8,565 New
BWM
114
Baystate Wealth Management
Massachusetts
$339K 8,457 +8,457 New
OAM
115
Occidental Asset Management
California
$333K 8,300 – –
NGA
116
Naples Global Advisors
Florida
$323K 8,065 +1,435 +22%
JIC
117
Johnson Investment Counsel
Ohio
$319K 7,962 -2,964 -27%
S
118
SignatureFD
Georgia
$305K 7,618 – –
HighTower Advisors
119
HighTower Advisors
Illinois
$302K 7,531 -31,791 -81%
SIC
120
Salem Investment Counselors
North Carolina
$300K 7,486 – –
RWM
121
Rench Wealth Management
Texas
$293K 7,298 +299 +4%
RJA
122
Raymond James & Associates
Florida
$279K 6,952 -5,789 -45%
NFG
123
Nadler Financial Group
Illinois
$278K 6,922 – –
KF
124
Krilogy Financial
Missouri
$271K 6,761 +6,761 New
Millennium Management
125
Millennium Management
New York
$269K 6,700 -2,120 -24%
3 4
5
6 7