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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

223 hedge funds and large institutions have $831M invested in Schwab US Dividend Equity ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+28
Holders Change %
+14.36%
% of All Funds
5.96%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
48
Increased
101
Reduced
42
Closed
18
Calls
$2.84M
Puts
$787K
Net Calls
+$2.05M
Net Calls Change
+$2.29M

Top Buyers

1
AA
Apriem Advisors
California
$29.8M
2
CSIA
Charles Schwab Investment Advisory
California
$77.2M
3
W
Wealthfront
California
$115M
4
OIM
Opus Investment Management
Massachusetts
$18.8M
5
Bank of America
Bank of America
North Carolina
$34.3M

Top Sellers

1
PMG
ProVise Management Group
Florida
$7.87M
2
LPL Financial
LPL Financial
California
$8.13M
3
CCP
Cardan Capital Partners
Colorado
$0
4
BJ
Brouwer & Janachowski
California
$0
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
151
Nadler Financial Group
Illinois
$287K – – –
IIC
152
Ironwood Investment Counsel
Arizona
$285K +$285K +20,640 New
BWAM
153
Boyd Watterson Asset Management
Ohio
$275K +$20.6K +1,494 +8%
BAC
154
Boys Arnold & Co
North Carolina
$265K +$265K +19,200 New
MFS
155
MSI Financial Services
Massachusetts
$244K +$2.9K +210 +1%
TYCC
156
Texas Yale Capital Corp
Florida
$242K +$242K +17,550 New
CWM
157
Cedar Wealth Management
California
$241K – – –
SI
158
SII Investments
Wisconsin
$235K +$235K +17,106 New
VIA
159
Vantage Investment Advisors
Pennsylvania
$234K +$6.14K +444 +3%
SBIA
160
Sheaff Brock Investment Advisors
Indiana
$229K +$1.78K +129 +0.8%
Stifel Financial
161
Stifel Financial
Missouri
$229K +$229K +16,491 New
SPC
162
Sigma Planning Corp
Michigan
$224K +$224K +16,221 New
CAM
163
Crestone Asset Management
Colorado
$216K – – –
RCM
164
Rain Capital Management
Oregon
$215K -$144K -10,419 -40%
BTS
165
BB&T Securities
Virginia
$214K +$214K +15,498 New
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$212K +$201K +14,529 +1,814%
OCM
167
Osterweis Capital Management
California
$204K – – –
ICAS
168
Investors Capital Advisory Services
Massachusetts
$203K +$203K +14,745 New
BRWA
169
B. Riley Wealth Advisors
Florida
$201K -$155K -11,199 -44%
WC
170
Whitnell & Co
Illinois
$197K – – –
JPMorgan Chase & Co
171
JPMorgan Chase & Co
New York
$188K +$134K +9,723 +251%
SWA
172
Sutton Wealth Advisors
Florida
$187K – – –
JFA
173
JNBA Financial Advisors
Minnesota
$170K – – –
GWM
174
Geneos Wealth Management
Colorado
$159K +$17K +1,230 +12%
DAM
175
Delta Asset Management
Tennessee
$158K – – –
5 6
7
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