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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

157 hedge funds and large institutions have $463M invested in Schwab US Dividend Equity ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 15 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
4.39%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
25
Increased
53
Reduced
55
Closed
15
Calls
$1.33M
Puts
$938K
Net Calls
+$392K
Net Calls Change
-$634K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$21.1M
2
CSIA
2
Charles Schwab Investment Advisory
California
$17.1M
3
QCMNJ
3
Quantum Capital Management (New Jersey)
New Jersey
$4.39M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.1M
5
GC
5
Gratus Capital
Georgia
$3.77M

Top Sellers

1
CC
1
Curian Capital
Colorado
$5.51M
2
AA
2
Apriem Advisors
California
$142K
3
W
3
Wealthfront
California
$43.1M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$18.5M
5
Wells Fargo
5
Wells Fargo
California
$6.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$87K +$87K +7,218 New
TRCT
127
Tower Research Capital (TRC)
New York
$78K -$1.32M -109,749 -94%
SEI Investments
128
SEI Investments
Pennsylvania
$69K – – –
KCPG
129
Kavar Capital Partners Group
Kansas
$58K – – –
FNBT
130
FineMark National Bank & Trust
Florida
$54K +$54K +4,500 New
HNB
131
Huntington National Bank
Ohio
$46K -$49K – –
SSB
132
Sandy Spring Bank
Maryland
$45K – – –
JFGIW
133
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K +$44K +3,663 New
Northwestern Mutual Wealth Management
134
Northwestern Mutual Wealth Management
Wisconsin
$44K +$44K +3,675 New
AWS
135
Aris Wealth Services
Pennsylvania
$43K – – –
HDIM
136
Hanson & Doremus Investment Management
Vermont
$42K – – –
WA
137
Winfield Associates
Ohio
$40K +$40K +3,300 New
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$36K – – –
CCS
139
Crosspoint Capital Strategies
California
$33K -$3.93K -324 -11%
WIC
140
Woodmont Investment Counsel
Tennessee
$33K – – –
JIC
141
Joel Isaacson & Co
New York
$31K +$31K +2,559 New
LIA
142
LS Investment Advisors
Michigan
$21K +$21K +1,776 New
FIB
143
First Interstate Bank
Montana
$18K +$18K +1,467 New
FPFS
144
First Personal Financial Services
North Carolina
$17K +$74 +6 +0.4%
IWM
145
Integrated Wealth Management
California
$17K +$2.95K +252 +21%
EK
146
Evensky & Katz
Florida
$12K +$102 +9 +0.9%
BWA
147
Burt Wealth Advisors
Maryland
$9K +$67 +6 +0.7%
WEC
148
Winslow Evans & Crocker
Massachusetts
$8.09K – – –
WT
149
Whittier Trust
California
$8K +$75 +6 +0.9%
TFO
150
Tarbox Family Office
California
$7K +$7K +618 New
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