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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

289 hedge funds and large institutions have $1.35B invested in Schwab US Dividend Equity ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 14 closing their positions.

Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
7.22%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
131
Reduced
84
Closed
14
Calls
$1.81M
Puts
$1.12M
Net Calls
+$687K
Net Calls Change
-$280K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$266M
2
W
2
Wealthfront
California
$173M
3
OIM
3
Opus Investment Management
Massachusetts
$26.1M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.2M
5
YMRC
5
Yorktown Management & Research Company
Virginia
$4.51M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.6M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.65M
3
AA
3
Apriem Advisors
California
$1.15M
4
MIH
4
Madison Investment Holdings
Wisconsin
$26.5M
5
APP
5
Avantax Planning Partners
Iowa
$99.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
101
Stockman Wealth Management
Montana
$1.36M 90,381 -66,690 -42%
MAS
102
Madden Advisory Services
Florida
$1.29M 85,638 -735 -0.9%
PWSG
103
Pacific Wealth Strategies Group
California
$1.26M 83,898 +14,391 +21%
FIM
104
Frontier Investment Management
Texas
$1.26M 83,655 -28,242 -25%
Citadel Advisors
105
Citadel Advisors
Florida
$1.2M 79,569 +79,569 New
LRPA
106
L. Roy Papp & Associates
Arizona
$1.17M 77,514 +77,514 New
AA
107
Apriem Advisors
California
$1.15M 76,395 -539,313 -88%
SCM
108
Silver Capital Management
New York
$1.13M 75,450 – –
BFPW
109
BOK Financial Private Wealth
Colorado
$1.11M 73,782 – –
QI
110
QS Investors
New York
$1.1M 73,470 +73,470 New
DG
111
Davidson & Garrard
Virginia
$1.09M 72,546 +2,058 +3%
SFG
112
StrategIQ Financial Group
Indiana
$1.08M 71,682 -7,143 -9%
LNB
113
Ledyard National Bank
$1.07M 71,400 – –
VCAM
114
Van Cleef Asset Management
Ohio
$1.06M 70,776 -1,605 -2%
CIA
115
Capital Investment Advisors
Georgia
$1.04M 69,396 +72 +0.1%
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$1.03M 68,559 +492 +0.7%
OIA
117
OneDigital Investment Advisors
Kansas
$1.01M 67,359 +67,359 New
SFG
118
Sage Financial Group
Pennsylvania
$991K 65,925 -735 -1%
GS
119
Girard Securities
California
$986K 65,475 +20,718 +46%
Creative Planning
120
Creative Planning
Kansas
$985K 65,514 -61,593 -48%
KWM
121
Kingsview Wealth Management
Oregon
$976K 64,953 -4,416 -6%
RCG
122
Ruggie Capital Group
Florida
$961K 63,921 -2,478 -4%
CP
123
Corbenic Partners
Pennsylvania
$955K 63,513 -148,734 -70%
LCM
124
Liberty Capital Management
Michigan
$943K 62,895 +7,080 +13%
MWAC
125
Mariner Wealth Advisors (Cincinnati)
Ohio
$936K 62,265 +23,946 +62%
3 4
5
6 7