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

Top Sellers

1
QI
QS Investors
New York
$0
2
APP
Avantax Planning Partners
Iowa
$102M
3
AA
Apriem Advisors
California
$9.15M
4
Bank of America
Bank of America
North Carolina
$29.7M
5
Ameriprise
Ameriprise
Minnesota
$9.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
201
Cobblestone Capital Advisors
New York
$227K +$227K +15,300 New
AA
202
Ancora Advisors
Ohio
$226K +$848 +57 +0.4%
SWP
203
Stratos Wealth Partners
Ohio
$220K -$462K -31,107 -68%
CIC
204
Carnegie Investment Counsel
Ohio
$220K -$26.2K -1,755 -11%
EWM
205
Empirical Wealth Management
Washington
$220K +$220K +14,781 New
JIC
206
Johnson Investment Counsel
Ohio
$210K +$210K +14,184 New
CWM
207
Confluence Wealth Management
Oregon
$204K +$204K +13,725 New
CHJWM
208
Carlton Hofferkamp & Jenks Wealth Management
Texas
$204K +$204K +13,755 New
SWA
209
Sutton Wealth Advisors
Florida
$202K – – –
LCM
210
Leisure Capital Management
California
$200K +$200K +13,464 New
JFA
211
JNBA Financial Advisors
Minnesota
$183K – – –
GT
212
Glenmede Trust
Pennsylvania
$171K +$153K +10,329 +840%
DAM
213
Delta Asset Management
Tennessee
$170K – – –
AF
214
Allworth Financial
California
$163K -$54.1K -3,651 -25%
FFC
215
First Financial Corp
Indiana
$147K -$11.1K -750 -7%
MA
216
MUFG Americas
New York
$139K +$6.22K +420 +5%
SEI Investments
217
SEI Investments
Pennsylvania
$125K -$1.21K -81 -1%
DSC
218
Duncker Streett & Co
Missouri
$125K – – –
US Bancorp
219
US Bancorp
Minnesota
$125K +$125K +8,430 New
WAM
220
Watermark Asset Management
California
$110K +$110K +7,389 New
BTIS
221
BB&T Investment Services
North Carolina
$109K – – –
OAM
222
Oppenheimer Asset Management
New York
$94K +$94K +6,306 New
MWM
223
MinichMacGregor Wealth Management
New York
$90K -$36.3K -2,448 -29%
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$90K – – –
CPIG
225
Chicago Partners Investment Group
Illinois
$89K -$44.5K -3,000 -33%
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