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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

143 hedge funds and large institutions have $639M invested in Schwab US Dividend Equity ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
143
Holders Change
+34
Holders Change %
+31.19%
% of All Funds
3.82%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
40
Increased
69
Reduced
19
Closed
4
Calls
$446K
Puts
$1.32M
Net Calls
-$869K
Net Calls Change
-$32K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$130M
2
W
2
Wealthfront
California
$38.8M
3
GC
3
Gratus Capital
Georgia
$14.4M
4
MIH
4
Madison Investment Holdings
Wisconsin
$36.1M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$636K
2
Jane Street
2
Jane Street
New York
$0
3
TCM
3
Tuttle Capital Management
Connecticut
$818K
4
MAS
4
Madden Advisory Services
Florida
$3.53M
5
AI
5
Atria Investments
North Carolina
$7.08M
Name Market Value Shares Shares
Change 		Shares
Change %
PAI
126
Pittenger & Anderson Inc
Nebraska
$33K 830 – –
FANJ
127
Financial Architects (New Jersey)
New Jersey
$30K 750 – –
OIA
128
Optimum Investment Advisors
Illinois
$28K 703 +1 +0.1%
NPC
129
National Planning Corporation
California
$26.2K 663 +663 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$26K 632 +2 +0.3%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$23K 584 -93 -14%
WA
132
WealthTrust-Arizona
Arizona
$23K 568 +4 +0.7%
JFGIW
133
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K 500 +500 New
WAM
134
Wallington Asset Management
Indiana
$16K 400 – –
EK
135
Evensky & Katz
Florida
$13K 338 +1 +0.3%
FPFS
136
First Personal Financial Services
North Carolina
$10K 268 +268 New
PIA
137
Peachtree Investment Advisors
Georgia
$9K 224 – –
FHA
138
First Horizon Advisors
Tennessee
$8K 200 +200 New
GGPS
139
Gary Goldberg Planning Services
New York
$8K 204 +204 New
WT
140
Whittier Trust
California
$8K 209 +209 New
BWA
141
Burt Wealth Advisors
Maryland
$7K 168 +168 New
MA
142
MCF Advisors
Kentucky
$4K 100 – –
NDSI
143
Newman Dignan & Sheerar Inc
Rhode Island
$3.92K 98,243 +4,870 +5%
Jane Street
144
Jane Street
New York
– – -80,904 Closed
NFG
145
Next Financial Group
Texas
– – -974 Closed
PTC
146
Private Trust Company
Ohio
– – -294 Closed
CA
147
CapWealth Advisors
Tennessee
– – -175 Closed
EMA
148
Efficient Market Advisors
California
$0 5 – –
Parallax Volatility Advisers
149
Parallax Volatility Advisers
California
$0 1 +1 New
2 3 4 5
6