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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

223 hedge funds and large institutions have $831M invested in Schwab US Dividend Equity ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+28
Holders Change %
+14.36%
% of All Funds
5.96%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
48
Increased
101
Reduced
42
Closed
18
Calls
$2.84M
Puts
$787K
Net Calls
+$2.05M
Net Calls Change
+$2.29M

Top Buyers

1
AA
Apriem Advisors
California
$29.8M
2
CSIA
Charles Schwab Investment Advisory
California
$77.2M
3
W
Wealthfront
California
$115M
4
OIM
Opus Investment Management
Massachusetts
$18.8M
5
Bank of America
Bank of America
North Carolina
$34.3M

Top Sellers

1
PMG
ProVise Management Group
Florida
$7.87M
2
LPL Financial
LPL Financial
California
$8.13M
3
CCP
Cardan Capital Partners
Colorado
$0
4
BJ
Brouwer & Janachowski
California
$0
5
AIG
American International Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$142K -$13.2K -963 -9%
WP
177
WealthPLAN Partners
Nebraska
$124K +$124K +18,000 New
MA
178
MUFG Americas
New York
$124K -$17K -1,227 -12%
Creative Planning
179
Creative Planning
Kansas
$121K +$6.77K +492 +6%
JWA
180
JFS Wealth Advisors
Pennsylvania
$108K +$867 +63 +0.8%
FFC
181
First Financial Corp
Indiana
$99K +$99K +7,170 New
MWM
182
MinichMacGregor Wealth Management
New York
$96K – – –
WRM
183
Westport Resources Management
Connecticut
$90K – – –
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$83K +$41.2K +3,000 +99%
BCI
185
Brinker Capital Investments
Pennsylvania
$81K +$81K +5,865 New
WAM
186
Wealthspire Advisors (Maryland)
Maryland
$80K -$47.4K -3,447 -37%
JIC
187
Joel Isaacson & Co
New York
$66K – – –
CDIA
188
Capital Directions Investment Advisors
Georgia
$60K +$493 +36 +0.8%
SIG
189
Stanford Investment Group
California
$55K – – –
HNB
190
Huntington National Bank
Ohio
$53K -$51K – –
CG
191
Cutler Group
California
$53K +$53K +3,900 New
BlackRock
192
BlackRock
New York
$52K +$29.3K +2,115 +129%
SSB
193
Sandy Spring Bank
Maryland
$51K – – –
DSC
194
Duncker Streett & Co
Missouri
$50K – – –
HDIM
195
Hanson & Doremus Investment Management
Vermont
$48K – – –
WA
196
Winfield Associates
Ohio
$46K – – –
ASN
197
Advisory Services Network
Georgia
$45K +$45K +3,225 New
JCM
198
Jacobi Capital Management
Pennsylvania
$44K +$44K +3,180 New
FANJ
199
Financial Architects (New Jersey)
New Jersey
$41K +$2.69K +195 +7%
RCA
200
Rowland Carmichael Advisors
Arizona
$40K -$619 -45 -2%
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8
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