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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

195 hedge funds and large institutions have $642M invested in Schwab US Dividend Equity ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
86
Reduced
52
Closed
20
Calls
$660K
Puts
$904K
Net Calls
-$244K
Net Calls Change
-$217K

Top Buyers

1
W
1
Wealthfront
California
$91.5M
2
SMG
2
Spectrum Management Group
Indiana
$21.4M
3
CSIA
3
Charles Schwab Investment Advisory
California
$45.9M
4
FIM
4
Frontier Investment Management
Texas
$8.78M
5
HCM
5
Hengehold Capital Management
Ohio
$23.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
HB
2
Homrich & Berg
Georgia
$20.9M
3
QI
3
QS Investors
New York
$1.13M
4
AA
4
Apriem Advisors
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$6.17M
Name Market Value Shares Shares
Change 		Shares
Change %
FPFS
176
First Personal Financial Services
North Carolina
$24K 593 +131 +28%
BlackRock
177
BlackRock
New York
$22K 545 +95 +21%
Chevy Chase Trust
178
Chevy Chase Trust
Maryland
$22K 546 +546 New
CB
179
Community Bank
New York
$17K 425 +425 New
MFT
180
Moisand Fitzgerald Tamayo
Florida
$15K 373 – –
MSFP
181
Mark Sheptoff Financial Planning
Connecticut
$13K 325 – –
MPWT
182
MassMutual Private Wealth & Trust
Connecticut
$12K 300 – –
EK
183
Evensky & Katz
Florida
$12K 311 +2 +0.6%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$11K 267 -506 -65%
WEC
185
Winslow Evans & Crocker
Massachusetts
$9.02K 225 -1 -0.4%
TFO
186
Tarbox Family Office
California
$8K 206 – –
PFS
187
Physicians Financial Services
North Carolina
$8K 207 +2 +1%
ACM
188
Armbruster Capital Management
New York
$7K 170 – –
CA
189
CapWealth Advisors
Tennessee
$7K 175 – –
SEI Investments
190
SEI Investments
Pennsylvania
$6K 150 -1,066 -88%
BWA
191
Burt Wealth Advisors
Maryland
$6K 138 -132 -49%
PWM
192
Perigon Wealth Management
California
$3K 75 +75 New
FMP
193
Financial Management Professionals
Texas
$3K 85 +85 New
RBC
194
Roble Belko & Company
Pennsylvania
$2K 62 – –
AWM
195
Avior Wealth Management
Nebraska
$2K 40 +40 New
TIM
196
Tortoise Investment Management
New York
$1K 30 – –
AA
197
Apriem Advisors
California
– – -234,444 Closed
CC
198
Curian Capital
Colorado
– – -94,373 Closed
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
– – -48,804 Closed
VF
200
Virtu Financial
New York
– – -34,074 Closed
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