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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

239 hedge funds and large institutions have $1.18B invested in Schwab US Dividend Equity ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 61 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+16
Holders Change %
+7.17%
% of All Funds
6.39%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
27
Increased
116
Reduced
61
Closed
7
Calls
$4.6M
Puts
$406K
Net Calls
+$4.2M
Net Calls Change
+$2.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$275M
2
CSIA
Charles Schwab Investment Advisory
California
$119M
3
W
Wealthfront
California
$139M
4
Citigroup
Citigroup
New York
$14.3M
5
GC
Gratus Capital
Georgia
$9M

Top Sellers

1
FIM
Frontier Investment Management
Texas
$9.87M
2
HCM
Hengehold Capital Management
Ohio
$7.21M
3
Jane Street
Jane Street
New York
$576K
4
FWM
Frontier Wealth Management
Missouri
$2.72M
5
FA
Fagan Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
126
LVW Advisors
New York
$548K -$20.2K -1,431 -4%
RWM
127
Rench Wealth Management
Texas
$520K +$219K +15,537 +73%
MCM
128
Mengis Capital Management
Oregon
$506K +$6.47K +459 +1%
AFWA
129
Ancora Family Wealth Advisors
Ohio
$501K +$2.54K +180 +0.5%
Goldman Sachs
130
Goldman Sachs
New York
$495K +$495K +35,103 New
GAM
131
Garrison Asset Management
Arkansas
$483K -$1.4K -99 -0.3%
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$476K +$284K +20,157 +148%
AMM
133
American Money Management
California
$444K -$14.7K -1,044 -3%
CAM
134
Concorde Asset Management
Michigan
$430K +$430K +30,468 New
OC
135
Oarsman Capital
Wisconsin
$428K -$96.1K -6,810 -18%
NFG
136
Next Financial Group
Texas
$427K +$427K +30,309 New
MWAC
137
Mariner Wealth Advisors (Cincinnati)
Ohio
$426K +$11.2K +798 +3%
IIC
138
Ironwood Investment Counsel
Arizona
$419K +$128K +9,078 +44%
BC
139
Bartlett & Co
Ohio
$417K -$8.04K -570 -2%
OCM
140
Osterweis Capital Management
California
$408K -$204K – –
ACM
141
Argentus Capital Management
Texas
$401K -$1.43M -101,679 -78%
NGA
142
Naples Global Advisors
Florida
$392K +$38.7K +2,745 +11%
BFA
143
Beaumont Financial Advisors
Massachusetts
$386K +$86.2K +6,120 +29%
SWP
144
Stratos Wealth Partners
Ohio
$386K +$386K +27,348 New
CA
145
Cetera Advisors
Colorado
$380K -$47K -3,348 -11%
SA
146
SRH Advisors
Kansas
$378K – – –
OAM
147
Occidental Asset Management
California
$371K +$465 +33 +0.1%
TPWA
148
TRUE Private Wealth Advisors
Oregon
$369K -$1.74K -126 -0.5%
S
149
SignatureFD
Georgia
$369K +$46.6K +3,300 +14%
JFA
150
JNBA Financial Advisors
Minnesota
$369K +$195K +13,839 +112%
4 5
6
7 8