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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

268 hedge funds and large institutions have $1.26B invested in Schwab US Dividend Equity ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
6.68%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
32
Increased
127
Reduced
68
Closed
25
Calls
$1.56M
Puts
$593K
Net Calls
+$967K
Net Calls Change
-$3.88M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$211M
2
Jane Street
2
Jane Street
New York
$19.3M
3
W
3
Wealthfront
California
$152M
4
GWM
4
Geneos Wealth Management
Colorado
$9.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
QI
1
QS Investors
New York
$0
2
APP
2
Avantax Planning Partners
Iowa
$102M
3
AA
3
Apriem Advisors
California
$9.15M
4
Bank of America
4
Bank of America
North Carolina
$29.7M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
176
HBK Sorce Advisory
Pennsylvania
$350K +$24.5K +1,650 +8%
SIC
177
Salem Investment Counselors
North Carolina
$339K +$6.66K +450 +2%
PCA
178
Personal Capital Advisors
California
$331K +$331K +22,254 New
BAM
179
Barrett Asset Management
New York
$321K – – –
KF
180
Krilogy Financial
Missouri
$320K – – –
YWP
181
YorkBridge Wealth Partners
New York
$317K +$37.7K +2,535 +14%
PA
182
Pinnacle Associates
New York
$316K +$316K +21,297 New
NFG
183
Nadler Financial Group
Illinois
$309K – – –
CC
184
Cognios Capital
Kansas
$308K +$3.97K +267 +1%
BWAM
185
Boyd Watterson Asset Management
Ohio
$296K – – –
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$292K +$292K +19,662 New
WI
187
Wintrust Investments
Illinois
$289K +$289K +19,455 New
IIC
188
Ironwood Investment Counsel
Arizona
$285K – – –
UBS AM
189
UBS AM
Illinois
$269K +$269K +18,114 New
WA
190
WBH Advisory
Maryland
$261K +$261K +17,571 New
CWM
191
Cedar Wealth Management
California
$260K – – –
CAN
192
Cetera Advisor Networks
California
$259K +$259K +17,451 New
Millennium Management
193
Millennium Management
New York
$258K -$20K -1,344 -7%
SBIA
194
Sheaff Brock Investment Advisors
Indiana
$252K +$1.83K +123 +0.7%
AF
195
Alerus Financial
North Dakota
$245K +$245K +16,494 New
SI
196
SII Investments
Wisconsin
$239K -$25K -1,686 -9%
GC
197
Gratus Capital
Georgia
$239K -$22K -1,485 -8%
TRCT
198
Tower Research Capital (TRC)
New York
$236K -$1.3M -87,273 -85%
CAM
199
Crestone Asset Management
Colorado
$232K – – –
CAMG
200
CWA Asset Management Group
Florida
$230K +$230K +15,498 New
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