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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

263 hedge funds and large institutions have $1.2B invested in Schwab US Dividend Equity ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 10 closing their positions.

Holders
263
Holders Change
+24
Holders Change %
+10.04%
% of All Funds
6.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.53%
New
40
Increased
123
Reduced
63
Closed
10
Calls
$5.29M
Puts
$444K
Net Calls
+$4.85M
Net Calls Change
+$647K

Top Buyers

1
QI
1
QS Investors
New York
$36.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$154M
3
CCP
3
Cardan Capital Partners
Colorado
$6.72M
4
RJA
4
Raymond James & Associates
Florida
$5.84M
5
UBS Group
5
UBS Group
Switzerland
$31.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
AA
2
Apriem Advisors
California
$23M
3
GC
3
Gratus Capital
Georgia
$255K
4
W
4
Wealthfront
California
$135M
5
OIM
5
Opus Investment Management
Massachusetts
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
101
IMA Advisory Services
Colorado
$1.28M +$501K +34,491 +64%
SA
102
Strategic Advisors
New York
$1.2M -$1.62M -111,459 -58%
NIC
103
Northwest Investment Counselors
Oregon
$1.18M +$65.7K +4,521 +6%
SFG
104
StrategIQ Financial Group
Indiana
$1.15M +$189K +13,044 +20%
DG
105
Davidson & Garrard
Virginia
$1.14M +$43.8K +3,015 +4%
BFPW
106
BOK Financial Private Wealth
Colorado
$1.08M +$179K +12,345 +20%
VCAM
107
Van Cleef Asset Management
Ohio
$1.07M +$48.8K +3,360 +5%
AIP
108
Almanack Investment Partners
Pennsylvania
$1.04M +$1.04M +71,538 New
RCG
109
Ruggie Capital Group
Florida
$1.04M -$260K -17,919 -20%
LNB
110
Ledyard National Bank
$1.04M +$340K +23,400 +49%
ACM
111
Alpha Capital Management
Texas
$1M +$298K +20,514 +42%
CIA
112
Capital Investment Advisors
Georgia
$1M +$2.18K +150 +0.2%
Luther King Capital Management (LKCM)
113
Luther King Capital Management (LKCM)
Texas
$981K +$8.84K +609 +0.9%
GWM
114
Greenwich Wealth Management
Connecticut
$977K +$352K +24,225 +56%
LRPA
115
L. Roy Papp & Associates
Arizona
$968K +$968K +66,639 New
TIM
116
Total Investment Management
Arizona
$947K +$947K +65,229 New
BCMO
117
Buckingham Capital Management (Ohio)
Ohio
$934K +$108K +7,446 +13%
ADL
118
Asset Dedication LLC
California
$871K -$66.9K -4,623 -7%
SFG
119
Sage Financial Group
Pennsylvania
$868K +$64.1K +4,410 +8%
FF
120
Friedenthal Financial
New Jersey
$850K +$8.06K +555 +1%
AF
121
Aldebaran Financial
$845K +$392 +27 +0%
FIM
122
Frontier Investment Management
Texas
$841K -$175K -12,036 -17%
TFA
123
Toth Financial Advisory
Virginia
$830K -$67K -4,611 -7%
EAM
124
Evanson Asset Management
California
$826K +$29.3K +2,019 +4%
LCM
125
Liberty Capital Management
Michigan
$789K +$502K +34,602 +175%
3 4
5
6 7