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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

223 hedge funds and large institutions have $831M invested in Schwab US Dividend Equity ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+28
Holders Change %
+14.36%
% of All Funds
5.96%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
48
Increased
101
Reduced
42
Closed
18
Calls
$2.84M
Puts
$787K
Net Calls
+$2.05M
Net Calls Change
+$2.29M

Top Buyers

1
AA
Apriem Advisors
California
$29.8M
2
CSIA
Charles Schwab Investment Advisory
California
$77.2M
3
W
Wealthfront
California
$115M
4
OIM
Opus Investment Management
Massachusetts
$18.8M
5
Bank of America
Bank of America
North Carolina
$34.3M

Top Sellers

1
PMG
ProVise Management Group
Florida
$7.87M
2
LPL Financial
LPL Financial
California
$8.13M
3
CCP
Cardan Capital Partners
Colorado
$0
4
BJ
Brouwer & Janachowski
California
$0
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WFG
126
Wills Financial Group
Virginia
$455K +$8.49K +615 +2%
AMM
127
American Money Management
California
$450K +$4.23K +306 +0.9%
BC
128
Bartlett & Co
Ohio
$416K +$211K +15,300 +103%
CA
129
Cetera Advisors
Colorado
$414K +$414K +30,399 New
MWAC
130
Mariner Wealth Advisors (Cincinnati)
Ohio
$406K +$154K +11,139 +61%
EAM
131
Evanson Asset Management
California
$404K +$404K +29,256 New
VAM
132
Verity Asset Management
North Carolina
$395K +$395K +28,584 New
TPWA
133
TRUE Private Wealth Advisors
Oregon
$371K +$10.2K +738 +3%
SA
134
SRH Advisors
Kansas
$371K +$139K +10,059 +60%
HighTower Advisors
135
HighTower Advisors
Illinois
$365K +$51.7K +3,729 +17%
Millennium Management
136
Millennium Management
New York
$365K +$87.1K +6,300 +31%
OAM
137
Occidental Asset Management
California
$363K +$19.4K +1,404 +6%
KF
138
Krilogy Financial
Missouri
$348K +$67.7K +4,899 +24%
NGA
139
Naples Global Advisors
Florida
$346K +$12K +870 +4%
IWM
140
Integrated Wealth Management
California
$331K +$331K +23,976 New
RPGK
141
Retirement Planning Group (Kansas)
Kansas
$326K +$326K +23,625 New
S
142
SignatureFD
Georgia
$316K – – –
SIC
143
Salem Investment Counselors
North Carolina
$310K – – –
BAM
144
Barrett Asset Management
New York
$298K +$298K +21,600 New
AF
145
Allworth Financial
California
$297K -$132K -9,525 -31%
RWM
146
Rench Wealth Management
Texas
$295K -$7.8K -564 -3%
CC
147
Cognios Capital
Kansas
$294K +$294K +21,252 New
BFA
148
Beaumont Financial Advisors
Massachusetts
$294K +$294K +21,279 New
GHA
149
GW Henssler & Associates
Georgia
$293K +$32.1K +2,331 +12%
LNB
150
Ledyard National Bank
$290K +$124K +9,000 +75%
4 5
6
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