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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

268 hedge funds and large institutions have $1.26B invested in Schwab US Dividend Equity ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
6.68%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
32
Increased
127
Reduced
68
Closed
25
Calls
$1.56M
Puts
$593K
Net Calls
+$967K
Net Calls Change
-$3.88M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$211M
2
Jane Street
2
Jane Street
New York
$19.3M
3
W
3
Wealthfront
California
$152M
4
GWM
4
Geneos Wealth Management
Colorado
$9.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
QI
1
QS Investors
New York
$0
2
APP
2
Avantax Planning Partners
Iowa
$102M
3
AA
3
Apriem Advisors
California
$9.15M
4
Bank of America
4
Bank of America
North Carolina
$29.7M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSG
126
Stearns Financial Services Group
North Carolina
$790K +$32.1K +2,160 +4%
SLA
127
Silver Lake Advisory
Utah
$786K +$7.71K +519 +1%
CIAS
128
Capital Investment Advisory Services
North Carolina
$769K +$42.5K +2,862 +6%
SA
129
SRH Advisors
Kansas
$766K +$272K +18,270 +55%
TIM
130
Total Investment Management
Arizona
$765K -$204K -13,725 -21%
ACM
131
Alpha Capital Management
Texas
$762K -$263K -17,688 -26%
LA
132
LVW Advisors
New York
$736K +$166K +11,196 +29%
JPMorgan Chase & Co
133
JPMorgan Chase & Co
New York
$730K +$102K +6,843 +16%
BBPWM
134
Blue Bell Private Wealth Management
Pennsylvania
$721K +$12.7K +855 +2%
GIA
135
GHP Investment Advisors
Colorado
$709K +$2.94K +198 +0.4%
WFG
136
Wills Financial Group
Virginia
$701K +$34.4K +2,313 +5%
FFWA
137
FRG Family Wealth Advisors
Washington
$690K – – –
TFA
138
Toth Financial Advisory
Virginia
$685K -$164K -11,010 -19%
ML
139
McAdam LLC
Pennsylvania
$682K -$67.5K -4,545 -9%
NGA
140
Naples Global Advisors
Florida
$676K +$252K +16,944 +59%
GS
141
Girard Securities
California
$665K +$204K +13,746 +44%
SA
142
Strategic Advisors
New York
$662K -$561K -37,734 -46%
OA
143
Opes Advisors
California
$662K +$137K +9,198 +26%
MWM
144
Meridian Wealth Management
Kentucky
$638K -$2.14M -144,417 -77%
GAM
145
Garrison Asset Management
Arkansas
$602K -$3.08K -207 -0.5%
FWM
146
Focused Wealth Management
New York
$592K – – –
SB
147
Suntrust Banks
Georgia
$589K -$77.9K -5,241 -12%
PCM
148
Penserra Capital Management
California
$580K +$580K +39,054 New
MWAC
149
Mariner Wealth Advisors (Cincinnati)
Ohio
$569K +$345K +23,220 +154%
SG Americas Securities
150
SG Americas Securities
New York
$534K +$534K +35,946 New
4 5
6
7 8