SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

186 hedge funds and large institutions have $862M invested in Schwab US Dividend Equity ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+29
Holders Change %
+18.47%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.42%
New
42
Increased
75
Reduced
44
Closed
12
Calls
$517K
Puts
$544K
Net Calls
-$27K
Net Calls Change
-$419K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$301M
2
QI
QS Investors
New York
$23.9M
3
UBS Group
UBS Group
Switzerland
$18.3M
4
W
Wealthfront
California
$61.5M
5
CSIA
Charles Schwab Investment Advisory
California
$27.4M

Top Sellers

1
HB
Homrich & Berg
Georgia
$47.6M
2
Goldman Sachs
Goldman Sachs
New York
$2M
3
SHJ
Sharkey, Howes & Javer
Colorado
$13.6M
4
AI
Atria Investments
North Carolina
$0
5
GC
Gratus Capital
Georgia
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
126
Boyd Watterson Asset Management
Ohio
$237K +$237K +18,435 New
GHA
127
GW Henssler & Associates
Georgia
$230K +$4.32K +336 +2%
TC
128
Taylor Cottrill
New Hampshire
$230K +$230K +17,886 New
SBIA
129
Sheaff Brock Investment Advisors
Indiana
$210K +$210K +16,311 New
BC
130
Bartlett & Co
Ohio
$205K -$149K -11,580 -42%
MWAC
131
Mariner Wealth Advisors (Cincinnati)
Ohio
$204K +$204K +15,837 New
HPC
132
HM Payson & Co
Maine
$203K +$203K +15,789 New
SA
133
SRH Advisors
Kansas
$202K +$64.8K +5,040 +47%
GC
134
Gratus Capital
Georgia
$201K -$3.85M -299,346 -95%
BTS
135
BB&T Securities
Virginia
$200K +$200K +15,588 New
VIA
136
Vantage Investment Advisors
Pennsylvania
$195K +$19.6K +1,530 +11%
WC
137
Whitnell & Co
Illinois
$184K +$38.7K +3,000 +27%
DADC
138
D.A. Davidson & Co
Montana
$180K +$180K +14,022 New
JFA
139
JNBA Financial Advisors
Minnesota
$158K – – –
DAM
140
Delta Asset Management
Tennessee
$147K – – –
AFP
141
Ausdal Financial Partners
Iowa
$136K +$136K +10,578 New
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$129K +$129K +10,026 New
TC
143
Trust Company
Kansas
$123K – – –
CTC
144
Central Trust Company
Missouri
$118K -$31.7K -2,460 -21%
PCP
145
Proficio Capital Partners
Massachusetts
$108K +$108K +8,376 New
WRM
146
Westport Resources Management
Connecticut
$103K – – –
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$101K +$5.72K +447 +6%
MWP
148
MYCIO Wealth Partners
Pennsylvania
$99K +$115 +9 +0.1%
Creative Planning
149
Creative Planning
Kansas
$98K +$4.88K +378 +5%
EWM
150
Evercore Wealth Management
New York
$96K – – –
4 5
6
7 8