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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

239 hedge funds and large institutions have $1.18B invested in Schwab US Dividend Equity ETF in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 116 increasing their positions, 61 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+16
Holders Change %
+7.17%
% of All Funds
6.39%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
27
Increased
116
Reduced
61
Closed
7
Calls
$4.6M
Puts
$406K
Net Calls
+$4.2M
Net Calls Change
+$2.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$275M
2
CSIA
Charles Schwab Investment Advisory
California
$119M
3
W
Wealthfront
California
$139M
4
Citigroup
Citigroup
New York
$14.3M
5
GC
Gratus Capital
Georgia
$9M

Top Sellers

1
FIM
Frontier Investment Management
Texas
$9.87M
2
HCM
Hengehold Capital Management
Ohio
$7.21M
3
Jane Street
Jane Street
New York
$576K
4
FWM
Frontier Wealth Management
Missouri
$2.72M
5
FA
Fagan Associates
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
176
Rain Capital Management
Oregon
$221K +$1.27K +90 +0.6%
CAM
177
Crestone Asset Management
Colorado
$220K – – –
SPC
178
Sigma Planning Corp
Michigan
$212K -$16.8K -1,194 -7%
HSA
179
HBK Sorce Advisory
Pennsylvania
$207K +$207K +14,700 New
Stifel Financial
180
Stifel Financial
Missouri
$202K -$30.4K -2,160 -13%
CG
181
Cutler Group
California
$194K +$139K +9,900 +254%
FTUS
182
Flow Traders U.S.
New York
$193K +$193K +13,668 New
SWA
183
Sutton Wealth Advisors
Florida
$190K – – –
GWM
184
Geneos Wealth Management
Colorado
$162K – – –
DAM
185
Delta Asset Management
Tennessee
$161K – – –
BCI
186
Brinker Capital Investments
Pennsylvania
$157K +$74.4K +5,286 +90%
CPIG
187
Chicago Partners Investment Group
Illinois
$127K +$127K +9,000 New
MA
188
MUFG Americas
New York
$126K – – –
WP
189
WealthPLAN Partners
Nebraska
$125K -$125K -9,000 -50%
CFA
190
Carroll Financial Associates
North Carolina
$124K +$124K +8,793 New
MWM
191
MinichMacGregor Wealth Management
New York
$120K +$21.3K +1,512 +22%
DSC
192
Duncker Streett & Co
Missouri
$118K +$67.4K +4,800 +133%
FFC
193
First Financial Corp
Indiana
$100K -$1.27K -90 -1%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$96K -$49.7K -3,522 -34%
WRM
195
Westport Resources Management
Connecticut
$92K – – –
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$92K +$92K +6,648 New
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$85K – – –
WAM
198
Wealthspire Advisors (Maryland)
Maryland
$77K -$4.81K -342 -6%
BWA
199
Burt Wealth Advisors
Maryland
$74K +$68.2K +4,875 +1,178%
JIC
200
Joel Isaacson & Co
New York
$68K – – –
6 7
8
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