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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

239 hedge funds and large institutions have $1.18B invested in Schwab US Dividend Equity ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 61 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+16
Holders Change %
+7.17%
% of All Funds
6.39%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
27
Increased
116
Reduced
61
Closed
7
Calls
$4.6M
Puts
$406K
Net Calls
+$4.2M
Net Calls Change
+$2.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$275M
2
CSIA
Charles Schwab Investment Advisory
California
$119M
3
W
Wealthfront
California
$139M
4
Citigroup
Citigroup
New York
$14.3M
5
GC
Gratus Capital
Georgia
$9M

Top Sellers

1
FIM
Frontier Investment Management
Texas
$9.87M
2
HCM
Hengehold Capital Management
Ohio
$7.21M
3
Jane Street
Jane Street
New York
$576K
4
FWM
Frontier Wealth Management
Missouri
$2.72M
5
FA
Fagan Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
151
Millennium Management
New York
$355K -$16.9K -1,200 -5%
RPGK
152
Retirement Planning Group (Kansas)
Kansas
$338K +$4.91K +348 +1%
AF
153
Allworth Financial
California
$337K +$34.5K +2,448 +11%
GS
154
Girard Securities
California
$336K +$336K +23,859 New
KF
155
Krilogy Financial
Missouri
$331K -$23.6K -1,677 -7%
Mariner
156
Mariner
Kansas
$329K +$329K +23,337 New
HighTower Advisors
157
HighTower Advisors
Illinois
$328K -$43.3K -3,069 -12%
BTS
158
BB&T Securities
Virginia
$323K +$105K +7,422 +48%
AI
159
Atria Investments
North Carolina
$312K +$312K +22,095 New
BAM
160
Barrett Asset Management
New York
$305K – – –
CC
161
Cognios Capital
Kansas
$297K -$2.67K -189 -0.9%
NFG
162
Nadler Financial Group
Illinois
$293K – – –
BWAM
163
Boyd Watterson Asset Management
Ohio
$281K – – –
LCM
164
Liberty Capital Management
Michigan
$275K +$275K +19,746 New
CWA
165
Cypress Wealth Advisors
California
$274K -$496K -35,100 -64%
CIC
166
Carnegie Investment Counsel
Ohio
$274K +$274K +19,839 New
BAC
167
Boys Arnold & Co
North Carolina
$271K – – –
MFS
168
MSI Financial Services
Massachusetts
$261K +$11.6K +822 +5%
SI
169
SII Investments
Wisconsin
$249K +$9.25K +660 +4%
TYCC
170
Texas Yale Capital Corp
Florida
$248K – – –
CWM
171
Cedar Wealth Management
California
$247K +$1.14K +81 +0.5%
GHA
172
GW Henssler & Associates
Georgia
$242K -$57.6K -4,086 -19%
VIA
173
Vantage Investment Advisors
Pennsylvania
$240K +$1.35K +96 +0.6%
WC
174
Whitnell & Co
Illinois
$238K +$37K +2,625 +18%
SBIA
175
Sheaff Brock Investment Advisors
Indiana
$235K +$1.4K +99 +0.6%
5 6
7
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