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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

268 hedge funds and large institutions have $1.26B invested in Schwab US Dividend Equity ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 25 closing their positions.

Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
6.68%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
32
Increased
127
Reduced
68
Closed
25
Calls
$1.56M
Puts
$593K
Net Calls
+$967K
Net Calls Change
-$3.88M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$211M
2
Jane Street
2
Jane Street
New York
$19.3M
3
W
3
Wealthfront
California
$152M
4
GWM
4
Geneos Wealth Management
Colorado
$9.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
QI
1
QS Investors
New York
$0
2
APP
2
Avantax Planning Partners
Iowa
$102M
3
AA
3
Apriem Advisors
California
$9.15M
4
Bank of America
4
Bank of America
North Carolina
$29.7M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
101
Northwest Investment Counselors
Oregon
$1.31M +$97.4K +6,555 +8%
TYCC
102
Texas Yale Capital Corp
Florida
$1.29M +$1.03M +69,498 +396%
MAS
103
Madden Advisory Services
Florida
$1.28M -$70.8K -4,767 -5%
AIP
104
Almanack Investment Partners
Pennsylvania
$1.17M +$110K +7,395 +10%
SFG
105
StrategIQ Financial Group
Indiana
$1.17M -$8.42K -567 -0.7%
SCM
106
Silver Capital Management
New York
$1.12M +$1.12M +75,450 New
BFPW
107
BOK Financial Private Wealth
Colorado
$1.1M -$7.04K -474 -0.6%
VCAM
108
Van Cleef Asset Management
Ohio
$1.08M -$14.3K -960 -1%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$1.07M +$916K +61,623 +603%
LNB
110
Ledyard National Bank
$1.06M – – –
DG
111
Davidson & Garrard
Virginia
$1.05M -$115K -7,731 -10%
IWM
112
Integrated Wealth Management
California
$1.04M +$349K +23,520 +51%
PWSG
113
Pacific Wealth Strategies Group
California
$1.03M +$585K +39,330 +130%
KWM
114
Kingsview Wealth Management
Oregon
$1.03M +$1.03M +69,369 New
CIA
115
Capital Investment Advisors
Georgia
$1.03M +$7.22K +486 +0.7%
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$1.01M +$7.4K +498 +0.7%
SFG
117
Sage Financial Group
Pennsylvania
$991K +$103K +6,900 +12%
RCG
118
Ruggie Capital Group
Florida
$987K -$75.4K -5,070 -7%
BCMO
119
Buckingham Capital Management (Ohio)
Ohio
$936K -$20.2K -1,356 -2%
EAM
120
Evanson Asset Management
California
$900K +$54.7K +3,681 +6%
AF
121
Aldebaran Financial
$865K +$357 +24 +0%
ADL
122
Asset Dedication LLC
California
$852K -$42.9K -2,886 -5%
LCM
123
Liberty Capital Management
Michigan
$829K +$21.8K +1,467 +3%
MWP
124
MYCIO Wealth Partners
Pennsylvania
$810K +$5.26K +354 +0.7%
HWM
125
Highwater Wealth Management
Colorado
$793K +$76.2K +5,130 +11%
3 4
5
6 7