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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

239 hedge funds and large institutions have $1.18B invested in Schwab US Dividend Equity ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 61 reducing their positions, and 7 closing their positions.

Holders
239
Holders Change
+16
Holders Change %
+7.17%
% of All Funds
6.39%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
27
Increased
116
Reduced
61
Closed
7
Calls
$4.6M
Puts
$406K
Net Calls
+$4.2M
Net Calls Change
+$2.15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$275M
2
CSIA
2
Charles Schwab Investment Advisory
California
$119M
3
W
3
Wealthfront
California
$139M
4
Citigroup
4
Citigroup
New York
$14.3M
5
GC
5
Gratus Capital
Georgia
$9M

Top Sellers

1
FIM
1
Frontier Investment Management
Texas
$9.87M
2
HCM
2
Hengehold Capital Management
Ohio
$7.21M
3
Jane Street
3
Jane Street
New York
$576K
4
FWM
4
Frontier Wealth Management
Missouri
$2.72M
5
FA
5
Fagan Associates
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
101
Toth Financial Advisory
Virginia
$871K 61,746 -909 -1%
AF
102
Aldebaran Financial
$820K 58,161 +18 +0%
FF
103
Friedenthal Financial
New Jersey
$817K 57,960 +57,960 New
BCMO
104
Buckingham Capital Management (Ohio)
Ohio
$802K 56,868 -2,427 -4%
SFG
105
Sage Financial Group
Pennsylvania
$781K 55,350 +55,350 New
EAM
106
Evanson Asset Management
California
$774K 54,882 +25,626 +88%
RJA
107
Raymond James & Associates
Florida
$772K 54,729 +942 +2%
CWM
108
Concert Wealth Management
California
$759K 54,186 -4,827 -8%
IAS
109
IMA Advisory Services
Colorado
$755K 53,559 +13,068 +32%
SLA
110
Silver Lake Advisory
Utah
$700K 49,611 +2,928 +6%
SFSG
111
Stearns Financial Services Group
North Carolina
$689K 48,879 +2,064 +4%
ACM
112
Alpha Capital Management
Texas
$683K 48,477 +4,383 +10%
LNB
113
Ledyard National Bank
$677K 48,000 +27,000 +129%
GIA
114
GHP Investment Advisors
Colorado
$666K 47,241 +156 +0.3%
DW
115
Domani Wealth
Pennsylvania
$659K 46,701 -25,029 -35%
IWM
116
Integrated Wealth Management
California
$650K 46,086 +22,110 +92%
EWM
117
Edge Wealth Management
New York
$629K 44,607 -21,363 -32%
FFWA
118
FRG Family Wealth Advisors
Washington
$617K 43,725 – –
SB
119
Suntrust Banks
Georgia
$609K 43,341 +18 +0%
GWM
120
Greenwich Wealth Management
Connecticut
$607K 43,047 +10,020 +30%
WFG
121
Wills Financial Group
Virginia
$590K 41,886 +8,925 +27%
Jane Street
122
Jane Street
New York
$576K 40,851 -885,831 -96%
HWM
123
Highwater Wealth Management
Colorado
$569K 40,371 +40,371 New
VAM
124
Verity Asset Management
North Carolina
$566K 40,116 +11,532 +40%
FWM
125
Focused Wealth Management
New York
$562K 39,816 – –
3 4
5
6 7