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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

153 hedge funds and large institutions have $777M invested in Schwab US Dividend Equity ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
4.08%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
23
Increased
80
Reduced
35
Closed
10
Calls
$615K
Puts
$926K
Net Calls
-$311K
Net Calls Change
+$558K

Top Buyers

1
MAA
Managed Account Advisors
New Jersey
$265M
2
HB
Homrich & Berg
Georgia
$72.2M
3
Wells Fargo
Wells Fargo
California
$13M
4
W
Wealthfront
California
$43M
5
TCM
Tuttle Capital Management
Connecticut
$5.35M

Top Sellers

1
MIH
Madison Investment Holdings
Wisconsin
$16.5M
2
GC
Gratus Capital
Georgia
$4.13M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$9.34M
4
CC
Curian Capital
Colorado
$26.2M
5
FIM
Frontier Investment Management
Texas
$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDIA
126
Capital Directions Investment Advisors
Georgia
$56K +$399 +30 +0.7%
HNB
127
Huntington National Bank
Ohio
$51K +$51K +3,864 New
SSB
128
Sandy Spring Bank
Maryland
$49K +$49K +3,726 New
AWS
129
Aris Wealth Services
Pennsylvania
$47K +$47K +3,600 New
HDIM
130
Hanson & Doremus Investment Management
Vermont
$46K – – –
JFGIW
131
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$40K +$20.4K +1,557 +104%
SFWA
132
Summit Financial Wealth Advisors
Louisiana
$39K +$39K +2,952 New
ONB
133
Old National Bancorp
Indiana
$38K +$38K +2,910 New
PCM
134
Parsons Capital Management
Rhode Island
$37K +$37K +2,850 New
CCS
135
Crosspoint Capital Strategies
California
$33K +$33K +2,550 New
FANJ
136
Financial Architects (New Jersey)
New Jersey
$32K +$2.44K +186 +8%
WA
137
WealthTrust-Arizona
Arizona
$23K +$161 +12 +0.7%
BWA
138
Burt Wealth Advisors
Maryland
$17K +$10.4K +798 +158%
EK
139
Evensky & Katz
Florida
$15K +$1.48K +111 +11%
IWM
140
Integrated Wealth Management
California
$15K +$15K +1,200 New
SA
141
SRH Advisors
Kansas
$13K +$13K +990 New
FPFS
142
First Personal Financial Services
North Carolina
$9K -$2.71K -186 -23%
PIA
143
Peachtree Investment Advisors
Georgia
$9K – – –
OIA
144
Optimum Investment Advisors
Illinois
$8K -$19.7K -1,500 -71%
WT
145
Whittier Trust
California
$8K +$76 +6 +1%
RFA
146
Reilly Financial Advisors
California
$8K +$8K +600 New
CA
147
CapWealth Advisors
Tennessee
$7K +$7K +525 New
LWM
148
LBA Wealth Management
Florida
$7K +$7K +552 New
Chevy Chase Trust
149
Chevy Chase Trust
Maryland
$6K -$18.2K -1,317 -75%
MA
150
MCF Advisors
Kentucky
$4K – – –
3 4 5
6
7