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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 %
JIC
201
Johnson Investment Counsel
Ohio
$276K +$63.1K +4,200 +30%
BFG
202
Bouchey Financial Group
New York
$276K +$276K +18,375 New
SI
203
SII Investments
Wisconsin
$272K +$28.6K +1,896 +12%
CWM
204
Cedar Wealth Management
California
$262K -$1.22K -81 -0.5%
JSL
205
JT Stratford LLC
Georgia
$259K -$2.22M -147,531 -90%
SBIA
206
Sheaff Brock Investment Advisors
Indiana
$256K +$1.85K +123 +0.7%
CCA
207
Cobblestone Capital Advisors
New York
$253K +$23.2K +1,545 +10%
AF
208
Alerus Financial
North Dakota
$248K – – –
GC
209
Gratus Capital
Georgia
$242K +$180 +12 +0.1%
PWMAG
210
Pinnacle Wealth Management Advisory Group
New Jersey
$240K +$240K +15,933 New
CAM
211
Crestone Asset Management
Colorado
$235K – – –
CAMG
212
CWA Asset Management Group
Florida
$234K +$1.49K +99 +0.6%
AA
213
Ancora Advisors
Ohio
$229K +$901 +60 +0.4%
EWM
214
Empirical Wealth Management
Washington
$228K +$5.42K +360 +2%
AC
215
Alley Company
Illinois
$218K +$218K +14,490 New
CPA
216
Clear Perspective Advisors
Illinois
$215K +$153K +10,155 +245%
CWM
217
Cornerstone Wealth Management
Missouri
$214K +$214K +14,271 New
SAM
218
Sawgrass Asset Management
Florida
$211K +$211K +14,034 New
CWM
219
Confluence Wealth Management
Oregon
$208K +$1.49K +99 +0.7%
CHJWM
220
Carlton Hofferkamp & Jenks Wealth Management
Texas
$206K – – –
SWA
221
Sutton Wealth Advisors
Florida
$205K +$316 +21 +0.2%
LCM
222
Leisure Capital Management
California
$202K – – –
DSC
223
Duncker Streett & Co
Missouri
$202K +$75.8K +5,049 +60%
FM
224
Foster & Motley
Ohio
$200K +$200K +13,329 New
JFA
225
JNBA Financial Advisors
Minnesota
$185K – – –
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9
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