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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

302 hedge funds and large institutions have $1.53B invested in Schwab US Dividend Equity ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
31
Increased
144
Reduced
86
Closed
17
Calls
$2.53M
Puts
$1.04M
Net Calls
+$1.49M
Net Calls Change
+$806K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$327M
2
W
2
Wealthfront
California
$211M
3
Wells Fargo
3
Wells Fargo
California
$21.3M
4
TSS
4
Two Sigma Securities
New York
$9.68M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$10.7M

Top Sellers

1
OIM
1
Opus Investment Management
Massachusetts
$22.1M
2
SMG
2
Spectrum Management Group
Indiana
$21M
3
FWM
3
Frontier Wealth Management
Missouri
$2.22M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$668K
5
Jane Street
5
Jane Street
New York
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$1.67M 33,359 +23,550 +240%
SSI
102
Scott & Selber Inc
Texas
$1.6M 34,154 -970 -3%
CA
103
Cambridge Advisors
Nebraska
$1.52M 32,411 -1,132 -3%
NPC
104
National Planning Corporation
California
$1.51M 32,308 -22,762 -41%
SGAM
105
Steinberg Global Asset Management
Florida
$1.51M 32,179 +121 +0.4%
BTS
106
BB&T Securities
Virginia
$1.5M 32,109 +1,553 +5%
Creative Planning
107
Creative Planning
Kansas
$1.5M 31,956 +10,118 +46%
PWSG
108
Pacific Wealth Strategies Group
California
$1.44M 30,808 +2,842 +10%
TYCC
109
Texas Yale Capital Corp
Florida
$1.43M 30,502 -13 -0%
MAS
110
Madden Advisory Services
Florida
$1.27M 27,111 -1,435 -5%
FWM
111
Focused Wealth Management
New York
$1.26M 26,934 +13,566 +101%
FIM
112
Frontier Investment Management
Texas
$1.23M 26,371 -1,514 -5%
CAM
113
Concorde Asset Management
Michigan
$1.23M 26,270 +13,222 +101%
RWM
114
Rench Wealth Management
Texas
$1.21M 25,872 +16,473 +175%
SCM
115
Silver Capital Management
New York
$1.17M 24,990 -160 -0.6%
BFPW
116
BOK Financial Private Wealth
Colorado
$1.15M 24,594 – –
LCM
117
Liberty Capital Management
Michigan
$1.15M 23,665 +2,700 +13%
QI
118
QS Investors
New York
$1.15M 24,490 – –
DG
119
Davidson & Garrard
Virginia
$1.14M 24,350 +168 +0.7%
GS
120
Girard Securities
California
$1.12M 23,910 +2,085 +10%
LNB
121
Ledyard National Bank
$1.11M 23,800 – –
CIA
122
Capital Investment Advisors
Georgia
$1.1M 23,424 +292 +1%
Luther King Capital Management (LKCM)
123
Luther King Capital Management (LKCM)
Texas
$1.08M 23,022 +169 +0.7%
SFG
124
StrategIQ Financial Group
Indiana
$1.08M 22,969 -925 -4%
AA
125
Apriem Advisors
California
$1.06M 22,585 -2,880 -11%
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5
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