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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

195 hedge funds and large institutions have $642M invested in Schwab US Dividend Equity ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
86
Reduced
52
Closed
20
Calls
$660K
Puts
$904K
Net Calls
-$244K
Net Calls Change
-$217K

Top Buyers

1
W
1
Wealthfront
California
$91.5M
2
SMG
2
Spectrum Management Group
Indiana
$21.4M
3
CSIA
3
Charles Schwab Investment Advisory
California
$45.9M
4
FIM
4
Frontier Investment Management
Texas
$8.78M
5
HCM
5
Hengehold Capital Management
Ohio
$23.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
HB
2
Homrich & Berg
Georgia
$20.9M
3
QI
3
QS Investors
New York
$1.13M
4
AA
4
Apriem Advisors
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$6.17M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
151
Wealthspire Advisors (Maryland)
Maryland
$124K 3,089 -253 -8%
CTC
152
Central Trust Company
Missouri
$114K 2,850 -200 -7%
Creative Planning
153
Creative Planning
Kansas
$111K 2,767 +235 +9%
JWA
154
JFS Wealth Advisors
Pennsylvania
$104K 2,594 +2,569 +10,276%
MWP
155
MYCIO Wealth Partners
Pennsylvania
$103K 2,575 +2 +0.1%
EWM
156
Evercore Wealth Management
New York
$100K 2,500 – –
IA
157
IFP Advisors
Florida
$97K 1,840 -42,692 -96%
MWM
158
MinichMacGregor Wealth Management
New York
$93K 2,336 +690 +42%
WRM
159
Westport Resources Management
Connecticut
$87K 2,175 -500 -19%
FNBT
160
FineMark National Bank & Trust
Florida
$80K 2,000 +500 +33%
JIC
161
Joel Isaacson & Co
New York
$64K 1,600 – –
CDIA
162
Capital Directions Investment Advisors
Georgia
$58K 1,447 +10 +0.7%
SIG
163
Stanford Investment Group
California
$53K 1,332 -20,397 -94%
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$52K 1,290 +1,290 New
HNB
165
Huntington National Bank
Ohio
– – – –
SSB
166
Sandy Spring Bank
Maryland
$50K 1,242 – –
DSC
167
Duncker Streett & Co
Missouri
$48K 1,200 +1,200 New
HDIM
168
Hanson & Doremus Investment Management
Vermont
$47K 1,168 – –
WA
169
Winfield Associates
Ohio
$44K 1,100 – –
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$41K 1,013 – –
RCA
171
Rowland Carmichael Advisors
Arizona
$39K 985 +985 New
WIC
172
Woodmont Investment Counsel
Tennessee
$37K 930 – –
FANJ
173
Financial Architects (New Jersey)
New Jersey
$37K 927 +927 New
SIM
174
Sonora Investment Management
Arizona
$36.3K 901 +901 New
AssetMark Inc
175
AssetMark Inc
California
$33K 813 -246 -23%
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7
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