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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

223 hedge funds and large institutions have $831M invested in Schwab US Dividend Equity ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+28
Holders Change %
+14.36%
% of All Funds
5.96%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
48
Increased
101
Reduced
42
Closed
18
Calls
$2.84M
Puts
$787K
Net Calls
+$2.05M
Net Calls Change
+$2.29M

Top Buyers

1
AA
1
Apriem Advisors
California
$29.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$77.2M
3
W
3
Wealthfront
California
$115M
4
OIM
4
Opus Investment Management
Massachusetts
$18.8M
5
Bank of America
5
Bank of America
North Carolina
$34.3M

Top Sellers

1
PMG
1
ProVise Management Group
Florida
$7.87M
2
LPL Financial
2
LPL Financial
California
$8.13M
3
CCP
3
Cardan Capital Partners
Colorado
$0
4
BJ
4
Brouwer & Janachowski
California
$0
5
AIG
5
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMO
101
Buckingham Capital Management (Ohio)
Ohio
$819K -$33.2K -2,406 -4%
VFS
102
VSR Financial Services
Kansas
$818K -$171K -12,387 -17%
AF
103
Aldebaran Financial
$811K +$335 +24 +0%
CWA
104
Cypress Wealth Advisors
California
$753K -$3.11K -225 -0.4%
RJA
105
Raymond James & Associates
Florida
$743K +$455K +32,931 +158%
BWM
106
Baystate Wealth Management
Massachusetts
$732K +$381K +27,612 +109%
DLCIG
107
D.L. Carlson Investment Group
New Hampshire
$706K +$706K +51,084 New
GIA
108
GHP Investment Advisors
Colorado
$650K +$1.57K +114 +0.2%
SFSG
109
Stearns Financial Services Group
North Carolina
$647K +$18.2K +1,317 +3%
SLA
110
Silver Lake Advisory
Utah
$645K +$645K +46,683 New
ACM
111
Alpha Capital Management
Texas
$609K +$52.8K +3,822 +9%
FFWA
112
FRG Family Wealth Advisors
Washington
$604K – – –
SB
113
Suntrust Banks
Georgia
$597K +$597K +43,323 New
IAS
114
IMA Advisory Services
Colorado
$559K +$559K +40,491 New
LA
115
LVW Advisors
New York
$556K +$53.8K +3,894 +11%
FWM
116
Focused Wealth Management
New York
$550K – – –
MIAN
117
Mariner Independent Advisor Network
Kansas
$529K +$16.6K +1,200 +3%
OC
118
Oarsman Capital
Wisconsin
$513K -$11.1K -807 -2%
KSA
119
Ken Stern & Associates
California
$499K +$474K +342,798 +1,888%
MCM
120
Mengis Capital Management
Oregon
$489K +$33.3K +2,415 +7%
AFWA
121
Ancora Family Wealth Advisors
Ohio
$488K +$488K +35,322 New
GAM
122
Garrison Asset Management
Arkansas
$475K +$12.6K +915 +3%
SG
123
Societe Generale
$461K +$461K +33,405 New
SG Americas Securities
124
SG Americas Securities
New York
$461K +$461K +33,405 New
GWM
125
Greenwich Wealth Management
Connecticut
$456K +$456K +33,027 New
3 4
5
6 7