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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

289 hedge funds and large institutions have $1.35B invested in Schwab US Dividend Equity ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 14 closing their positions.

Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
7.22%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
131
Reduced
84
Closed
14
Calls
$1.81M
Puts
$1.12M
Net Calls
+$687K
Net Calls Change
-$280K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$266M
2
W
2
Wealthfront
California
$173M
3
OIM
3
Opus Investment Management
Massachusetts
$26.1M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.2M
5
YMRC
5
Yorktown Management & Research Company
Virginia
$4.51M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.6M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.65M
3
AA
3
Apriem Advisors
California
$1.15M
4
MIH
4
Madison Investment Holdings
Wisconsin
$26.5M
5
APP
5
Avantax Planning Partners
Iowa
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
151
Garrison Asset Management
Arkansas
$619K +$10.5K +696 +2%
TFA
152
Toth Financial Advisory
Virginia
$603K -$90.1K -5,994 -13%
FWM
153
Focused Wealth Management
New York
$603K +$4.33K +288 +0.7%
SB
154
Suntrust Banks
Georgia
$596K +$316 +21 +0.1%
CAM
155
Concorde Asset Management
Michigan
$588K +$588K +39,144 New
BCI
156
Brinker Capital Investments
Pennsylvania
$566K +$34.5K +2,295 +6%
AMM
157
American Money Management
California
$564K +$108K +7,167 +24%
SA
158
Strategic Advisors
New York
$549K -$120K -7,974 -18%
CA
159
Cetera Advisors
Colorado
$543K +$108K +7,077 +25%
PA
160
Pinnacle Associates
New York
$543K +$223K +14,820 +70%
EWM
161
Edge Wealth Management
New York
$535K +$14.4K +960 +3%
LBC
162
Lowe Brockenbrough & Co
Virginia
$530K – – –
AIA
163
Armor Investment Advisors
North Carolina
$518K +$135K +9,009 +35%
AFP
164
Ausdal Financial Partners
Iowa
$502K +$139K +9,255 +38%
BC
165
Bartlett & Co
Ohio
$475K -$15.8K -1,050 -3%
CFA
166
Carroll Financial Associates
North Carolina
$468K +$85.7K +5,703 +22%
GHA
167
GW Henssler & Associates
Georgia
$464K +$36.3K +2,415 +8%
WF
168
Welch & Forbes
Massachusetts
$456K +$456K +30,300 New
VIA
169
Vantage Investment Advisors
Pennsylvania
$444K +$49K +3,258 +12%
HighTower Advisors
170
HighTower Advisors
Illinois
$442K -$11.9K -789 -3%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$442K +$17.1K +1,137 +4%
OC
172
Oarsman Capital
Wisconsin
$434K -$18.5K -1,233 -4%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$433K +$271 +18 +0.1%
SAM
174
Smithbridge Asset Management
Pennsylvania
$426K +$426K +28,320 New
RWM
175
Rench Wealth Management
Texas
$424K +$18.7K +1,242 +5%
5 6
7
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