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Schwab US Dividend Equity ETF
SCHD

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.

New
Increased
Maintained
Reduced
Closed

50.56% more ownership

Funds ownership: 0% → 50.56% (+51%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $334K

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HB
1
Homrich & Berg
Georgia
$40.1M +$40.3M +3,676,233 New
AAC
2
Asset Advisors Corp
Georgia
$27.9M +$28.1M +2,564,085 New
SAM
3
Summit Asset Management
Tennessee
$19M +$19.1M +1,743,459 New
AI
4
Atria Investments
North Carolina
$10.4M +$10.5M +957,741 New
HCM
5
Hengehold Capital Management
Ohio
$8.54M +$8.58M +783,249 New
Goldman Sachs
6
Goldman Sachs
New York
$8.46M +$8.51M +776,157 New
FIM
7
Frontier Investment Management
Texas
$8.04M +$8.08M +737,382 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.96M +$5.99M +546,966 New
Morgan Stanley
9
Morgan Stanley
New York
$5.29M +$5.31M +484,857 New
LYV
10
Live Your Vision
Pennsylvania
$2.75M +$2.69M +245,124 New
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.75M +$2.76M +251,817 New
BCMO
12
Buckingham Capital Management (Ohio)
Ohio
$2.68M +$2.69M +245,856 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.55M +$2.57M +234,147 New
UCFA
14
United Capital Financial Advisors
Texas
$2.5M +$2.51M +229,329 New
DS
15
DRW Securities
Illinois
$2.31M +$2.32M +211,797 New
AA
16
Apriem Advisors
California
$2.26M +$2.27M +207,291 New
PMG
17
ProVise Management Group
Florida
$2.24M +$2.25M +205,638 New
EVC
18
Eidelman Virant Capital
Missouri
$2.24M +$2.25M +205,131 New
SA
19
Strategic Advisors
New York
$1.75M +$1.75M +159,705 New
MAS
20
Madden Advisory Services
Florida
$1.73M +$1.74M +158,745 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.41M +$1.42M +129,240 New
SSI
22
Scott & Selber Inc
Texas
$1.11M +$1.11M +101,490 New
HI
23
Horizon Investments
North Carolina
$855K +$860K +78,477 New
VCAM
24
Van Cleef Asset Management
Ohio
$836K +$841K +76,695 New
BCI
25
Brinker Capital Investments
Pennsylvania
$788K +$792K +72,297 New
1
2 3

SCHD Hedge Fund Activity: Q2 2013 in Review

53 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2013, worth a combined $172M.

Buyers outnumbered sellers: 53 funds opened new SCHD positions and 0 closed out — a net gain of 53 holders — while 0 added to existing stakes and 0 trimmed.

  • 53 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $172M of Schwab US Dividend Equity ETF stock for Q2 2013.
  • 53 funds opened new Schwab US Dividend Equity ETF positions in Q2 2013 and 0 closed out, a net change of +53 holders.

Based on aggregated 13F filings for Q2 2013.