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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

53 hedge funds and large institutions have $172M invested in Schwab US Dividend Equity ETF in 2013 Q2 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
53
Holders Change
+53
Holders Change %
–
% of All Funds
1.73%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.2%
New
53
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$334K
Net Calls
-$334K
Net Calls Change
-$334K

Top Buyers

1
HB
1
Homrich & Berg
Georgia
$40.1M
2
AAC
2
Asset Advisors Corp
Georgia
$27.9M
3
SAM
3
Summit Asset Management
Tennessee
$19M
4
AI
4
Atria Investments
North Carolina
$10.4M
5
HCM
5
Hengehold Capital Management
Ohio
$8.54M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
HB
1
Homrich & Berg
Georgia
$40.1M 1,225,411 +1,225,411 New
AAC
2
Asset Advisors Corp
Georgia
$27.9M 854,695 +854,695 New
SAM
3
Summit Asset Management
Tennessee
$19M 581,153 +581,153 New
AI
4
Atria Investments
North Carolina
$10.4M 319,247 +319,247 New
HCM
5
Hengehold Capital Management
Ohio
$8.54M 261,083 +261,083 New
Goldman Sachs
6
Goldman Sachs
New York
$8.46M 258,719 +258,719 New
FIM
7
Frontier Investment Management
Texas
$8.04M 245,794 +245,794 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.96M 182,322 +182,322 New
Morgan Stanley
9
Morgan Stanley
New York
$5.29M 161,619 +161,619 New
LYV
10
Live Your Vision
Pennsylvania
$2.75M 81,708 +81,708 New
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.75M 83,939 +83,939 New
BCMO
12
Buckingham Capital Management (Ohio)
Ohio
$2.68M 81,952 +81,952 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.55M 78,049 +78,049 New
UCFA
14
United Capital Financial Advisors
Texas
$2.5M 76,443 +76,443 New
DS
15
DRW Securities
Illinois
$2.31M 70,599 +70,599 New
AA
16
Apriem Advisors
California
$2.26M 69,097 +69,097 New
PMG
17
ProVise Management Group
Florida
$2.24M 68,546 +68,546 New
EVC
18
Eidelman Virant Capital
Missouri
$2.24M 68,377 +68,377 New
SA
19
Strategic Advisors
New York
$1.75M 53,235 +53,235 New
MAS
20
Madden Advisory Services
Florida
$1.73M 52,915 +52,915 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.41M 43,080 +43,080 New
SSI
22
Scott & Selber Inc
Texas
$1.11M 33,830 +33,830 New
HI
23
Horizon Investments
North Carolina
$855K 26,159 +26,159 New
VCAM
24
Van Cleef Asset Management
Ohio
$836K 25,565 +25,565 New
BCI
25
Brinker Capital Investments
Pennsylvania
$788K 24,099 +24,099 New
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