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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

263 hedge funds and large institutions have $1.2B invested in Schwab US Dividend Equity ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+24
Holders Change %
+10.04%
% of All Funds
6.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.53%
New
40
Increased
123
Reduced
63
Closed
10
Calls
$5.29M
Puts
$444K
Net Calls
+$4.85M
Net Calls Change
+$647K

Top Buyers

1
QI
QS Investors
New York
$36.6M
2
CSIA
Charles Schwab Investment Advisory
California
$154M
3
CCP
Cardan Capital Partners
Colorado
$6.72M
4
RJA
Raymond James & Associates
Florida
$5.84M
5
UBS Group
UBS Group
Switzerland
$31.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$37.9M
2
AA
Apriem Advisors
California
$23M
3
GC
Gratus Capital
Georgia
$255K
4
W
Wealthfront
California
$135M
5
OIM
Opus Investment Management
Massachusetts
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
151
SRH Advisors
Kansas
$483K +$93.4K +6,435 +24%
Bank of New York Mellon
152
Bank of New York Mellon
New York
$460K +$460K +31,713 New
AMM
153
American Money Management
California
$454K -$3.75K -258 -0.8%
NFG
154
Next Financial Group
Texas
$453K +$12.4K +855 +3%
GS
155
Girard Securities
California
$450K +$104K +7,152 +30%
MCM
156
Mengis Capital Management
Oregon
$443K -$77.8K -5,364 -15%
OC
157
Oarsman Capital
Wisconsin
$443K +$2.83K +195 +0.6%
PWSG
158
Pacific Wealth Strategies Group
California
$438K +$438K +30,177 New
BFA
159
Beaumont Financial Advisors
Massachusetts
$426K +$28.5K +1,968 +7%
BC
160
Bartlett & Co
Ohio
$423K -$6.54K -450 -2%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$422K +$325K +22,410 +337%
NGA
162
Naples Global Advisors
Florida
$415K +$10.9K +750 +3%
CA
163
Cetera Advisors
Colorado
$401K +$8.79K +606 +2%
S
164
SignatureFD
Georgia
$393K +$13.5K +930 +4%
TPWA
165
TRUE Private Wealth Advisors
Oregon
$370K -$14.2K -987 -4%
BCI
166
Brinker Capital Investments
Pennsylvania
$367K +$205K +14,124 +127%
OAM
167
Occidental Asset Management
California
$365K -$17.2K -1,185 -4%
AIA
168
Armor Investment Advisors
North Carolina
$353K +$353K +24,318 New
RPGK
169
Retirement Planning Group (Kansas)
Kansas
$352K +$3.4K +234 +1%
WC
170
Whitnell & Co
Illinois
$351K +$105K +7,230 +43%
LBC
171
Lowe Brockenbrough & Co
Virginia
$332K +$332K +22,827 New
BAC
172
Boys Arnold & Co
North Carolina
$328K +$49.4K +3,408 +18%
SIC
173
Salem Investment Counselors
North Carolina
$326K – – –
BTS
174
BB&T Securities
Virginia
$323K – – –
ACM
175
Argent Capital Management
Missouri
$322K +$322K +22,185 New
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7
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