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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

263 hedge funds and large institutions have $1.2B invested in Schwab US Dividend Equity ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 10 closing their positions.

Holders
263
Holders Change
+24
Holders Change %
+10.04%
% of All Funds
6.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.53%
New
40
Increased
123
Reduced
63
Closed
10
Calls
$5.29M
Puts
$444K
Net Calls
+$4.85M
Net Calls Change
+$647K

Top Buyers

1
QI
1
QS Investors
New York
$36.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$154M
3
CCP
3
Cardan Capital Partners
Colorado
$6.72M
4
RJA
4
Raymond James & Associates
Florida
$5.84M
5
UBS Group
5
UBS Group
Switzerland
$31.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
AA
2
Apriem Advisors
California
$23M
3
GC
3
Gratus Capital
Georgia
$255K
4
W
4
Wealthfront
California
$135M
5
OIM
5
Opus Investment Management
Massachusetts
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
176
Krilogy Financial
Missouri
$320K -$21.5K -1,482 -6%
HSA
177
HBK Sorce Advisory
Pennsylvania
$318K +$105K +7,200 +49%
GA
178
Geneva Advisors
Illinois
$317K +$317K +21,843 New
BAM
179
Barrett Asset Management
New York
$314K – – –
NFG
180
Nadler Financial Group
Illinois
$302K – – –
GHA
181
GW Henssler & Associates
Georgia
$302K +$52.7K +3,630 +21%
CC
182
Cognios Capital
Kansas
$297K -$8.57K -591 -3%
VIA
183
Vantage Investment Advisors
Pennsylvania
$294K +$49.7K +3,462 +20%
BWAM
184
Boyd Watterson Asset Management
Ohio
$289K – – –
IIC
185
Ironwood Investment Counsel
Arizona
$279K -$153K -10,533 -35%
Millennium Management
186
Millennium Management
New York
$272K -$94.2K -6,483 -26%
YWP
187
YorkBridge Wealth Partners
New York
$270K +$270K +18,753 New
MFS
188
MSI Financial Services
Massachusetts
$260K -$9.39K -645 -3%
SI
189
SII Investments
Wisconsin
$258K +$739 +51 +0.3%
GC
190
Gratus Capital
Georgia
$255K -$9M -620,781 -97%
TYCC
191
Texas Yale Capital Corp
Florida
$255K – – –
CWM
192
Cedar Wealth Management
California
$254K – – –
DW
193
Domani Wealth
Pennsylvania
$249K -$429K -29,553 -63%
Stifel Financial
194
Stifel Financial
Missouri
$245K +$37.2K +2,562 +18%
SBIA
195
Sheaff Brock Investment Advisors
Indiana
$244K +$2.18K +150 +0.9%
CIC
196
Carnegie Investment Counsel
Ohio
$241K -$48.8K -3,342 -17%
ICOA
197
Investment Centers of America
North Dakota
$231K +$231K +15,978 New
CAM
198
Crestone Asset Management
Colorado
$227K – – –
AFP
199
Ausdal Financial Partners
Iowa
$222K +$222K +15,309 New
Jane Street
200
Jane Street
New York
$220K -$375K -25,734 -63%
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