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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

289 hedge funds and large institutions have $1.35B invested in Schwab US Dividend Equity ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 14 closing their positions.

Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
7.22%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
131
Reduced
84
Closed
14
Calls
$1.81M
Puts
$1.12M
Net Calls
+$687K
Net Calls Change
-$280K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$266M
2
W
2
Wealthfront
California
$173M
3
OIM
3
Opus Investment Management
Massachusetts
$26.1M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.2M
5
YMRC
5
Yorktown Management & Research Company
Virginia
$4.51M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.6M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.65M
3
AA
3
Apriem Advisors
California
$1.15M
4
MIH
4
Madison Investment Holdings
Wisconsin
$26.5M
5
APP
5
Avantax Planning Partners
Iowa
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWA
126
FRG Family Wealth Advisors
Washington
$933K +$235K +15,630 +34%
EAM
127
Evanson Asset Management
California
$932K +$21K +1,398 +2%
OA
128
Opes Advisors
California
$932K +$249K +16,251 +36%
HWM
129
Highwater Wealth Management
Colorado
$900K +$97.6K +6,489 +12%
AF
130
Aldebaran Financial
$875K +$361 +24 +0%
LA
131
LVW Advisors
New York
$848K +$103K +6,870 +14%
ACM
132
Alpha Capital Management
Texas
$844K +$73K +4,854 +9%
BCMO
133
Buckingham Capital Management (Ohio)
Ohio
$833K -$113K -7,521 -12%
MWP
134
MYCIO Wealth Partners
Pennsylvania
$824K +$5.28K +351 +0.6%
PCP
135
Proficio Capital Partners
Massachusetts
$823K -$636K -41,595 -44%
SLA
136
Silver Lake Advisory
Utah
$823K +$27.6K +1,836 +3%
CIAS
137
Capital Investment Advisory Services
North Carolina
$787K +$8.53K +567 +1%
TIM
138
Total Investment Management
Arizona
$774K -$180 -12 -0%
JPMorgan Chase & Co
139
JPMorgan Chase & Co
New York
$765K +$26.4K +1,758 +4%
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$749K +$19.9K +1,323 +3%
SFSG
141
Stearns Financial Services Group
North Carolina
$744K -$55.3K -3,681 -7%
WFG
142
Wills Financial Group
Virginia
$733K +$23.4K +1,554 +3%
NGA
143
Naples Global Advisors
Florida
$731K +$47.1K +3,132 +7%
ML
144
McAdam LLC
Pennsylvania
$727K +$36.7K +2,442 +5%
SA
145
SRH Advisors
Kansas
$726K -$48.5K -3,225 -6%
GIA
146
GHP Investment Advisors
Colorado
$707K -$9.88K -657 -1%
CWP
147
Capital Wealth Planning
Florida
$654K +$654K +43,518 New
MWM
148
Meridian Wealth Management
Kentucky
$652K +$5.46K +363 +0.8%
ADL
149
Asset Dedication LLC
California
$647K -$215K -14,322 -25%
GA
150
Geneva Advisors
Illinois
$647K +$282K +18,726 +77%
4 5
6
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