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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

302 hedge funds and large institutions have $1.53B invested in Schwab US Dividend Equity ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
31
Increased
144
Reduced
86
Closed
17
Calls
$2.53M
Puts
$1.04M
Net Calls
+$1.49M
Net Calls Change
+$806K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$327M
2
W
2
Wealthfront
California
$211M
3
Wells Fargo
3
Wells Fargo
California
$21.3M
4
TSS
4
Two Sigma Securities
New York
$9.68M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$10.7M

Top Sellers

1
OIM
1
Opus Investment Management
Massachusetts
$22.1M
2
SMG
2
Spectrum Management Group
Indiana
$21M
3
FWM
3
Frontier Wealth Management
Missouri
$2.22M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$668K
5
Jane Street
5
Jane Street
New York
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
VCAM
126
Van Cleef Asset Management
Ohio
$1.03M 22,069 -1,523 -6%
SFG
127
Sage Financial Group
Pennsylvania
$1.01M 21,675 -300 -1%
OA
128
Opes Advisors
California
$1.01M 21,626 +1,356 +7%
LA
129
LVW Advisors
New York
$1M 21,378 +2,578 +14%
ACM
130
Alpha Capital Management
Texas
$974K 20,820 +2,101 +11%
EAM
131
Evanson Asset Management
California
$971K 20,746 +86 +0.4%
RCG
132
Ruggie Capital Group
Florida
$948K 20,260 -1,047 -5%
MWAC
133
Mariner Wealth Advisors (Cincinnati)
Ohio
$946K 20,210 -545 -3%
KWM
134
Kingsview Wealth Management
Oregon
$932K 19,905 -1,746 -8%
FFWA
135
FRG Family Wealth Advisors
Washington
$931K 19,885 -800 -4%
HWM
136
Highwater Wealth Management
Colorado
$912K 19,482 -471 -2%
AF
137
Aldebaran Financial
$909K 19,419 +7 +0%
SLA
138
Silver Lake Advisory
Utah
$875K 18,687 +438 +2%
WI
139
Wintrust Investments
Illinois
$857K 18,318 +9,017 +97%
WFG
140
Wills Financial Group
Virginia
$854K 18,241 +1,990 +12%
OIA
141
OneDigital Investment Advisors
Kansas
$846K 18,080 -4,373 -19%
BCMO
142
Buckingham Capital Management (Ohio)
Ohio
$822K 17,561 -918 -5%
KBFS
143
Kohmann Bosshard Financial Services
Ohio
$803K 17,154 +17,154 New
NGA
144
Naples Global Advisors
Florida
$802K 17,127 +915 +6%
JPMorgan Chase & Co
145
JPMorgan Chase & Co
New York
$797K 17,044 +75 +0.4%
SA
146
SRH Advisors
Kansas
$785K 16,763 +660 +4%
MWP
147
MYCIO Wealth Partners
Pennsylvania
$783K 16,735 -1,541 -8%
AFP
148
Ausdal Financial Partners
Iowa
$777K 16,597 +5,458 +49%
SFSG
149
Stearns Financial Services Group
North Carolina
$771K 16,468 -31 -0.2%
ML
150
McAdam LLC
Pennsylvania
$766K 16,357 +242 +2%
4 5
6
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