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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

302 hedge funds and large institutions have $1.53B invested in Schwab US Dividend Equity ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
31
Increased
144
Reduced
86
Closed
17
Calls
$2.53M
Puts
$1.04M
Net Calls
+$1.49M
Net Calls Change
+$806K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$327M
2
W
2
Wealthfront
California
$211M
3
Wells Fargo
3
Wells Fargo
California
$21.3M
4
TSS
4
Two Sigma Securities
New York
$9.68M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$10.7M

Top Sellers

1
OIM
1
Opus Investment Management
Massachusetts
$22.1M
2
SMG
2
Spectrum Management Group
Indiana
$21M
3
FWM
3
Frontier Wealth Management
Missouri
$2.22M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$668K
5
Jane Street
5
Jane Street
New York
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
BBPWM
151
Blue Bell Private Wealth Management
Pennsylvania
$741K 15,840 -772 -5%
GIA
152
GHP Investment Advisors
Colorado
$741K 15,839 +164 +1%
CFA
153
Carroll Financial Associates
North Carolina
$698K 14,724 +4,338 +42%
CIAS
154
Capital Investment Advisory Services
North Carolina
$677K 14,457 -2,982 -17%
MML Investors Services
155
MML Investors Services
Massachusetts
$668K 14,271 -59,898 -81%
ADL
156
Asset Dedication LLC
California
$665K 14,210 -132 -0.9%
AMM
157
American Money Management
California
$663K 14,166 +1,658 +13%
BCI
158
Brinker Capital Investments
Pennsylvania
$648K 13,848 +1,288 +10%
ACM
159
AlphaStar Capital Management
North Carolina
$647K 13,834 +13,834 New
GAM
160
Garrison Asset Management
Arkansas
$639K 13,645 -86 -0.6%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$638K 13,627 +13,627 New
HighTower Advisors
162
HighTower Advisors
Illinois
$637K 13,622 +3,834 +39%
PA
163
Pinnacle Associates
New York
$634K 13,553 +1,514 +13%
TFA
164
Toth Financial Advisory
Virginia
$620K 13,255 -122 -0.9%
SB
165
Suntrust Banks
Georgia
$618K 13,222 +7 +0.1%
AIA
166
Armor Investment Advisors
North Carolina
$577K 12,333 +852 +7%
WCM
167
Weik Capital Management
Pennsylvania
$561K 11,990 +11,990 New
SA
168
Strategic Advisors
New York
$548K 11,712 -470 -4%
MWM
169
Meridian Wealth Management
Kentucky
$544K 11,576 -2,874 -20%
CA
170
Cetera Advisors
Colorado
$527K 11,255 -560 -5%
ICOA
171
Investment Centers of America
North Dakota
$509K 10,871 +10,871 New
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$498K 10,632 +1,036 +11%
GC
173
Gratus Capital
Georgia
$497K 10,623 +5,251 +98%
VIA
174
Vantage Investment Advisors
Pennsylvania
$494K 10,546 +710 +7%
SBL
175
Sargent Bickham Lagudis
Colorado
$493K 10,527 -52,875 -83%
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