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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

61 hedge funds and large institutions have $182M invested in Schwab US Dividend Equity ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+8
Holders Change %
+15.09%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
11
Increased
27
Reduced
16
Closed
3
Calls
–
Puts
$468K
Net Calls
-$468K
Net Calls Change
-$134K

Top Buyers

1
FIM
1
Frontier Investment Management
Texas
$13M
2
Citigroup
2
Citigroup
New York
$3.37M
3
HB
3
Homrich & Berg
Georgia
$44.5M
4
AAC
4
Asset Advisors Corp
Georgia
$31.2M
5
MAS
5
Madden Advisory Services
Florida
$4.04M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.23M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.15M
4
DS
4
DRW Securities
Illinois
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$423K
Name Market Value Shares Shares
Change 		Shares
Change %
HB
1
Homrich & Berg
Georgia
$44.5M 1,322,829 +97,418 +8%
AAC
2
Asset Advisors Corp
Georgia
$31.2M 928,165 +73,470 +9%
SAM
3
Summit Asset Management
Tennessee
$19.7M 585,021 +3,868 +0.7%
FIM
4
Frontier Investment Management
Texas
$13M 387,078 +141,284 +57%
AI
5
Atria Investments
North Carolina
$10.5M 311,998 -7,249 -2%
HCM
6
Hengehold Capital Management
Ohio
$10.4M 308,255 +47,172 +18%
MAS
7
Madden Advisory Services
Florida
$4.04M 120,191 +67,276 +127%
AA
8
Apriem Advisors
California
$3.82M 113,641 +44,544 +64%
Citigroup
9
Citigroup
New York
$3.37M 100,000 +100,000 New
LYV
10
Live Your Vision
Pennsylvania
$2.86M 84,865 +3,157 +4%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$2.69M 79,897 +1,848 +2%
UCFA
12
United Capital Financial Advisors
Texas
$2.69M 79,813 +3,370 +4%
NDSI
13
Newman Dignan & Sheerar Inc
Rhode Island
$2.64M 78,489 -2,373 -3%
HI
14
Horizon Investments
North Carolina
$2.48M 73,737 +47,578 +182%
EVC
15
Eidelman Virant Capital
Missouri
$2.33M 69,127 +750 +1%
SA
16
Strategic Advisors
New York
$2.32M 68,904 +15,669 +29%
BCMO
17
Buckingham Capital Management (Ohio)
Ohio
$2.23M 65,843 -16,109 -20%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.01M 59,651 -24,288 -29%
FAAS
19
First Allied Advisory Services
California
$1.78M 53,128 +43,648 +460%
PMG
20
ProVise Management Group
Florida
$1.66M 49,178 -19,368 -28%
CMP
21
Courage Miller Partners
Virginia
$1.3M 38,641 +30,116 +353%
Goldman Sachs
22
Goldman Sachs
New York
$1.23M 36,559 -222,160 -86%
SSI
23
Scott & Selber Inc
Texas
$1.15M 34,214 +384 +1%
Morgan Stanley
24
Morgan Stanley
New York
$1.15M 34,070 -127,549 -79%
BCI
25
Brinker Capital Investments
Pennsylvania
$979K 29,105 +5,006 +21%
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