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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

195 hedge funds and large institutions have $642M invested in Schwab US Dividend Equity ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
86
Reduced
52
Closed
20
Calls
$660K
Puts
$904K
Net Calls
-$244K
Net Calls Change
-$217K

Top Buyers

1
W
1
Wealthfront
California
$91.5M
2
SMG
2
Spectrum Management Group
Indiana
$21.4M
3
CSIA
3
Charles Schwab Investment Advisory
California
$45.9M
4
FIM
4
Frontier Investment Management
Texas
$8.78M
5
HCM
5
Hengehold Capital Management
Ohio
$23.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
HB
2
Homrich & Berg
Georgia
$20.9M
3
QI
3
QS Investors
New York
$1.13M
4
AA
4
Apriem Advisors
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$6.17M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
126
Tuttle Capital Management
Connecticut
$262K 6,526 +6,526 New
GHA
127
GW Henssler & Associates
Georgia
$253K 6,305 +348 +6%
BWAM
128
Boyd Watterson Asset Management
Ohio
$246K 6,145 – –
MWAC
129
Mariner Wealth Advisors (Cincinnati)
Ohio
$244K 6,094 +815 +15%
KSA
130
Ken Stern & Associates
California
$243K 6,053 +6,053 New
DADC
131
D.A. Davidson & Co
Montana
$239K 5,966 +1,292 +28%
MFS
132
MSI Financial Services
Massachusetts
$234K 5,827 -1,802 -24%
Bank of New York Mellon
133
Bank of New York Mellon
New York
$233K 5,802 -582 -9%
CWM
134
Cedar Wealth Management
California
$233K 5,809 +5,809 New
PCP
135
Proficio Capital Partners
Massachusetts
$230K 5,727 +2,935 +105%
SA
136
SRH Advisors
Kansas
$224K 5,590 +350 +7%
SBIA
137
Sheaff Brock Investment Advisors
Indiana
$220K 5,478 +41 +0.8%
VIA
138
Vantage Investment Advisors
Pennsylvania
$220K 5,495 +425 +8%
CAN
139
Cetera Advisor Networks
California
$219K 5,454 +5,454 New
CAM
140
Crestone Asset Management
Colorado
$209K 5,208 +5,208 New
BC
141
Bartlett & Co
Ohio
$198K 4,950 -360 -7%
WC
142
Whitnell & Co
Illinois
$191K 4,760 – –
SWA
143
Sutton Wealth Advisors
Florida
$180K 4,502 +4,502 New
JFA
144
JNBA Financial Advisors
Minnesota
$165K 4,105 – –
LNB
145
Ledyard National Bank
$160K 4,000 +4,000 New
DAM
146
Delta Asset Management
Tennessee
$153K 3,804 – –
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$150K 3,764 +1,134 +43%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$140K 3,474 -3,663 -51%
GWM
149
Geneos Wealth Management
Colorado
$138K 3,434 +3,434 New
MA
150
MUFG Americas
New York
$136K 3,396 +3,396 New
4 5
6
7 8