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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

186 hedge funds and large institutions have $862M invested in Schwab US Dividend Equity ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+29
Holders Change %
+18.47%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.42%
New
42
Increased
75
Reduced
44
Closed
12
Calls
$517K
Puts
$544K
Net Calls
-$27K
Net Calls Change
-$419K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$301M
2
QI
QS Investors
New York
$23.9M
3
UBS Group
UBS Group
Switzerland
$18.3M
4
W
Wealthfront
California
$61.5M
5
CSIA
Charles Schwab Investment Advisory
California
$27.4M

Top Sellers

1
HB
Homrich & Berg
Georgia
$47.6M
2
Goldman Sachs
Goldman Sachs
New York
$2M
3
SHJ
Sharkey, Howes & Javer
Colorado
$13.6M
4
AI
Atria Investments
North Carolina
$0
5
GC
Gratus Capital
Georgia
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
MinichMacGregor Wealth Management
New York
$65K +$65K +4,938 New
JIC
152
Joel Isaacson & Co
New York
$62K +$28.9K +2,241 +88%
KCPG
153
Kavar Capital Partners Group
Kansas
$59K -$3.57K -279 -6%
FNBT
154
FineMark National Bank & Trust
Florida
$58K – – –
CDIA
155
Capital Directions Investment Advisors
Georgia
$55K +$55K +4,311 New
HNB
156
Huntington National Bank
Ohio
$50K -$46K – –
SSB
157
Sandy Spring Bank
Maryland
$48K – – –
SEI Investments
158
SEI Investments
Pennsylvania
$47K -$27.2K -2,112 -37%
HDIM
159
Hanson & Doremus Investment Management
Vermont
$45K – – –
WA
160
Winfield Associates
Ohio
$42K – – –
AssetMark Inc
161
AssetMark Inc
California
$41K +$36.5K +2,829 +813%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$39K – – –
WIC
163
Woodmont Investment Counsel
Tennessee
$36K – – –
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$30K -$17.5K -1,356 -37%
LIA
165
LS Investment Advisors
Michigan
$23K – – –
FIB
166
First Interstate Bank
Montana
$19K – – –
FPFS
167
First Personal Financial Services
North Carolina
$18K +$39 +3 +0.2%
BlackRock
168
BlackRock
New York
$17K +$17K +1,350 New
MFT
169
Moisand Fitzgerald Tamayo
Florida
$14K +$14K +1,119 New
MSFP
170
Mark Sheptoff Financial Planning
Connecticut
$13K +$13K +975 New
EK
171
Evensky & Katz
Florida
$12K -$1.67K -129 -12%
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$11.6K +900 New
BWA
173
Burt Wealth Advisors
Maryland
$10K +$37 +3 +0.4%
WEC
174
Winslow Evans & Crocker
Massachusetts
$8.68K – – –
TFO
175
Tarbox Family Office
California
$8K – – –
4 5 6
7
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