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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

263 hedge funds and large institutions have $1.2B invested in Schwab US Dividend Equity ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+24
Holders Change %
+10.04%
% of All Funds
6.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.53%
New
40
Increased
123
Reduced
63
Closed
10
Calls
$5.29M
Puts
$444K
Net Calls
+$4.85M
Net Calls Change
+$647K

Top Buyers

1
QI
QS Investors
New York
$36.6M
2
CSIA
Charles Schwab Investment Advisory
California
$154M
3
CCP
Cardan Capital Partners
Colorado
$6.72M
4
RJA
Raymond James & Associates
Florida
$5.84M
5
UBS Group
UBS Group
Switzerland
$31.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$37.9M
2
AA
Apriem Advisors
California
$23M
3
GC
Gratus Capital
Georgia
$255K
4
W
Wealthfront
California
$135M
5
OIM
Opus Investment Management
Massachusetts
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$787K -$2.08M -142,929 -73%
MWP
127
MYCIO Wealth Partners
Pennsylvania
$786K +$761K +52,386 +3,016%
SLA
128
Silver Lake Advisory
Utah
$761K +$40.4K +2,781 +6%
SFSG
129
Stearns Financial Services Group
North Carolina
$741K +$31.1K +2,139 +4%
ML
130
McAdam LLC
Pennsylvania
$733K +$733K +50,448 New
MNA
131
Manning & Napier Advisors
New York
$719K – – –
CIAS
132
Capital Investment Advisory Services
North Carolina
$710K +$710K +48,888 New
HWM
133
Highwater Wealth Management
Colorado
$701K +$114K +7,869 +19%
BBPWM
134
Blue Bell Private Wealth Management
Pennsylvania
$693K -$235K -16,143 -25%
GIA
135
GHP Investment Advisors
Colorado
$690K +$3.53K +243 +0.5%
FFWA
136
FRG Family Wealth Advisors
Washington
$674K +$39.2K +2,700 +6%
IWM
137
Integrated Wealth Management
California
$670K +$958 +66 +0.1%
SWP
138
Stratos Wealth Partners
Ohio
$667K +$270K +18,570 +68%
WFG
139
Wills Financial Group
Virginia
$652K +$43.6K +3,000 +7%
SB
140
Suntrust Banks
Georgia
$650K +$22.1K +1,524 +4%
JPMorgan Chase & Co
141
JPMorgan Chase & Co
New York
$614K +$124K +8,556 +25%
GAM
142
Garrison Asset Management
Arkansas
$591K +$93.4K +6,432 +19%
FWM
143
Focused Wealth Management
New York
$578K – – –
CAM
144
Concorde Asset Management
Michigan
$560K +$118K +8,097 +27%
LA
145
LVW Advisors
New York
$557K -$7.28K -501 -1%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$535K +$535K +36,840 New
RWM
147
Rench Wealth Management
Texas
$529K -$6.18K -426 -1%
Mariner
148
Mariner
Kansas
$514K +$175K +12,024 +52%
OA
149
Opes Advisors
California
$514K +$514K +35,361 New
EWM
150
Edge Wealth Management
New York
$507K -$140K -9,648 -22%
4 5
6
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