SCHD icon

Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

289 hedge funds and large institutions have $1.35B invested in Schwab US Dividend Equity ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
7.22%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
131
Reduced
84
Closed
14
Calls
$1.81M
Puts
$1.12M
Net Calls
+$687K
Net Calls Change
-$280K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$266M
2
W
Wealthfront
California
$173M
3
OIM
Opus Investment Management
Massachusetts
$26.1M
4
SWP
Stratos Wealth Partners
Ohio
$6.2M
5
YMRC
Yorktown Management & Research Company
Virginia
$4.51M

Top Sellers

1
Jane Street
Jane Street
New York
$5.6M
2
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$1.65M
3
AA
Apriem Advisors
California
$1.15M
4
MIH
Madison Investment Holdings
Wisconsin
$26.5M
5
APP
Avantax Planning Partners
Iowa
$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
176
Wintrust Investments
Illinois
$419K +$127K +8,448 +43%
S
177
SignatureFD
Georgia
$407K – – –
PL
178
Plancorp LLC
Missouri
$399K +$399K +26,574 New
HSA
179
HBK Sorce Advisory
Pennsylvania
$386K +$31.6K +2,100 +9%
TPWA
180
TRUE Private Wealth Advisors
Oregon
$381K -$1.67K -111 -0.4%
OAM
181
Occidental Asset Management
California
$374K -$3.79K -252 -1%
MCM
182
Mengis Capital Management
Oregon
$367K -$56.9K -3,783 -13%
WC
183
Whitnell & Co
Illinois
$363K – – –
AWM
184
AE Wealth Management
Kansas
$341K +$341K +22,683 New
Wolverine Trading
185
Wolverine Trading
Illinois
$335K +$335K +22,347 New
YWP
186
YorkBridge Wealth Partners
New York
$329K +$8.54K +567 +3%
BAM
187
Barrett Asset Management
New York
$325K – – –
CAN
188
Cetera Advisor Networks
California
$323K +$58.9K +3,894 +22%
FCH
189
Freestone Capital Holdings
Washington
$322K +$322K +21,441 New
RPGK
190
Retirement Planning Group (Kansas)
Kansas
$312K -$55.2K -3,669 -15%
NFG
191
Nadler Financial Group
Illinois
$312K – – –
TSS
192
Two Sigma Securities
New York
$312K +$312K +20,754 New
CC
193
Cognios Capital
Kansas
$311K -$812 -54 -0.3%
PCM
194
Penserra Capital Management
California
$310K -$275K -18,375 -47%
KF
195
Krilogy Financial
Missouri
$309K -$22.2K -1,479 -7%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$308K +$12.9K +858 +4%
BWAM
197
Boyd Watterson Asset Management
Ohio
$300K – – –
WA
198
WBH Advisory
Maryland
$294K +$29.9K +1,986 +11%
IIC
199
Ironwood Investment Counsel
Arizona
$285K – – –
CRC
200
Curi RMB Capital
Illinois
$277K +$277K +18,435 New
6 7
8
9 10