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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

186 hedge funds and large institutions have $862M invested in Schwab US Dividend Equity ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+29
Holders Change %
+18.47%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.42%
New
42
Increased
75
Reduced
44
Closed
12
Calls
$517K
Puts
$544K
Net Calls
-$27K
Net Calls Change
-$419K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$301M
2
QI
QS Investors
New York
$23.9M
3
UBS Group
UBS Group
Switzerland
$18.3M
4
W
Wealthfront
California
$61.5M
5
CSIA
Charles Schwab Investment Advisory
California
$27.4M

Top Sellers

1
HB
Homrich & Berg
Georgia
$47.6M
2
Goldman Sachs
Goldman Sachs
New York
$2M
3
SHJ
Sharkey, Howes & Javer
Colorado
$13.6M
4
AI
Atria Investments
North Carolina
$0
5
GC
Gratus Capital
Georgia
$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
176
Physicians Financial Services
North Carolina
$8K +$8K +615 New
CA
177
CapWealth Advisors
Tennessee
$7K – – –
ACM
178
Armbruster Capital Management
New York
$7K +$7K +510 New
IWM
179
Integrated Wealth Management
California
$3K -$14.3K -1,200 -83%
RBC
180
Roble Belko & Company
Pennsylvania
$2K -$97 -9 -5%
JWA
181
JFS Wealth Advisors
Pennsylvania
$1K – – –
TIM
182
Tortoise Investment Management
New York
$1K – – –
NMIS
183
Northwestern Mutual Investment Services
Wisconsin
$1K +$1K +87 New
RWM
184
RKL Wealth Management
Pennsylvania
$980 -$97 -7,527 -9%
AI
185
Atria Investments
North Carolina
– -$5.04M -420,156 Closed
RCG
186
Ruggie Capital Group
Florida
– -$1.38M -105,981 Closed
CWA
187
Cypress Wealth Advisors
California
– -$733K -61,197 Closed
SMC
188
Smith, Moore & Co
Missouri
– -$522K -43,563 Closed
QCMC
189
Quantum Capital Management (California)
California
– -$499K -41,676 Closed
Mariner
190
Mariner
Kansas
– -$450K -37,518 Closed
AFWA
191
Ancora Family Wealth Advisors
Ohio
– -$260K -21,732 Closed
IIC
192
Ironwood Investment Counsel
Arizona
– -$242K -20,250 Closed
KF
193
Krilogy Financial
Missouri
– -$201K -16,734 Closed
WT
194
Whittier Trust
California
– -$8K -642 Closed
MA
195
MCF Advisors
Kentucky
– -$4K -300 Closed
MNA
196
Manning & Napier Advisors
New York
– -$2.58M – –
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