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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

149 hedge funds and large institutions have $508M invested in Schwab US Dividend Equity ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
4.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
17
Increased
68
Reduced
40
Closed
19
Calls
$2.02M
Puts
$996K
Net Calls
+$1.03M
Net Calls Change
+$1.34M

Top Buyers

1
W
Wealthfront
California
$52.9M
2
Goldman Sachs
Goldman Sachs
New York
$8.3M
3
CSIA
Charles Schwab Investment Advisory
California
$11.1M
4
Jane Street
Jane Street
New York
$5.51M
5
CC
Curian Capital
Colorado
$29.7M

Top Sellers

1
MAA
Managed Account Advisors
New Jersey
$110K
2
Bank of New York Mellon
Bank of New York Mellon
New York
$0
3
TCM
Tuttle Capital Management
Connecticut
$0
4
GC
Gratus Capital
Georgia
$0
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
126
Aris Wealth Services
Pennsylvania
$46K – – –
HDIM
127
Hanson & Doremus Investment Management
Vermont
$45K – – –
CCS
128
Crosspoint Capital Strategies
California
$39K +$6.31K +492 +19%
SA
129
SRH Advisors
Kansas
$39K +$26.3K +2,040 +206%
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$39K +$39K +3,039 New
SFWA
131
Summit Financial Wealth Advisors
Louisiana
$37K – – –
WIC
132
Woodmont Investment Counsel
Tennessee
$36K +$36K +2,790 New
FANJ
133
Financial Architects (New Jersey)
New Jersey
$31K – – –
FPFS
134
First Personal Financial Services
North Carolina
$18K +$9.92K +759 +123%
IWM
135
Integrated Wealth Management
California
$15K – – –
EK
136
Evensky & Katz
Florida
$13K -$968 -78 -7%
LWM
137
LBA Wealth Management
Florida
$12K +$4.97K +390 +71%
BWA
138
Burt Wealth Advisors
Maryland
$11K -$6.88K -501 -38%
PIA
139
Peachtree Investment Advisors
Georgia
$11K +$2.04K +153 +23%
WEC
140
Winslow Evans & Crocker
Massachusetts
$8.62K +$8.62K +678 New
WT
141
Whittier Trust
California
$8K +$38 +3 +0.5%
CA
142
CapWealth Advisors
Tennessee
$7K – – –
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$6K – – –
MA
144
MCF Advisors
Kentucky
$4K – – –
RBC
145
Roble Belko & Company
Pennsylvania
$3K -$261 -18 -8%
JWA
146
JFS Wealth Advisors
Pennsylvania
$1K – – –
WP
147
WealthPLAN Partners
Nebraska
$1K +$1K +72 New
TIM
148
Tortoise Investment Management
New York
$1K +$1K +90 New
Bank of New York Mellon
149
Bank of New York Mellon
New York
– -$13.7M -1,043,565 Closed
TCM
150
Tuttle Capital Management
Connecticut
– -$5.35M -407,622 Closed
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