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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

268 hedge funds and large institutions have $1.26B invested in Schwab US Dividend Equity ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
6.68%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
32
Increased
127
Reduced
68
Closed
25
Calls
$1.56M
Puts
$593K
Net Calls
+$967K
Net Calls Change
-$3.88M

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$211M
2
Jane Street
Jane Street
New York
$19.3M
3
W
Wealthfront
California
$152M
4
GWM
Geneos Wealth Management
Colorado
$9.41M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
QI
QS Investors
New York
$0
2
APP
Avantax Planning Partners
Iowa
$102M
3
AA
Apriem Advisors
California
$9.15M
4
Bank of America
Bank of America
North Carolina
$29.7M
5
Ameriprise
Ameriprise
Minnesota
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
151
Brinker Capital Investments
Pennsylvania
$526K +$150K +10,110 +40%
LBC
152
Lowe Brockenbrough & Co
Virginia
$524K +$185K +12,417 +54%
EWM
153
Edge Wealth Management
New York
$515K -$5.49K -369 -1%
BTS
154
BB&T Securities
Virginia
$499K +$159K +10,701 +47%
BC
155
Bartlett & Co
Ohio
$485K +$52.4K +3,525 +12%
AMM
156
American Money Management
California
$451K -$13.4K -900 -3%
OC
157
Oarsman Capital
Wisconsin
$448K -$5.89K -396 -1%
HighTower Advisors
158
HighTower Advisors
Illinois
$447K -$1.05M -70,938 -70%
BFA
159
Beaumont Financial Advisors
Massachusetts
$436K – – –
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$427K -$120K -8,070 -22%
GHA
161
GW Henssler & Associates
Georgia
$423K +$114K +7,674 +37%
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$420K -$11.4K -768 -3%
MCM
163
Mengis Capital Management
Oregon
$419K -$34.9K -2,349 -8%
CA
164
Cetera Advisors
Colorado
$418K +$10.5K +711 +3%
S
165
SignatureFD
Georgia
$402K – – –
RWM
166
Rench Wealth Management
Texas
$401K -$141K -9,486 -26%
VIA
167
Vantage Investment Advisors
Pennsylvania
$390K +$85.6K +5,763 +28%
AIA
168
Armor Investment Advisors
North Carolina
$378K +$16.6K +1,116 +5%
CFA
169
Carroll Financial Associates
North Carolina
$378K +$247K +16,662 +189%
TPWA
170
TRUE Private Wealth Advisors
Oregon
$377K -$4.4K -297 -1%
OAM
171
Occidental Asset Management
California
$374K +$45 +3 +0%
RPGK
172
Retirement Planning Group (Kansas)
Kansas
$363K +$2.9K +195 +0.8%
GA
173
Geneva Advisors
Illinois
$361K +$36.5K +2,460 +11%
WC
174
Whitnell & Co
Illinois
$359K – – –
AFP
175
Ausdal Financial Partners
Iowa
$359K +$132K +8,853 +58%
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