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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

88 hedge funds and large institutions have $249M invested in Schwab US Dividend Equity ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
88
Holders Change
+27
Holders Change %
+44.26%
% of All Funds
2.56%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
29
Increased
39
Reduced
8
Closed
2
Calls
$249K
Puts
$543K
Net Calls
-$294K
Net Calls Change
+$174K

Top Buyers

1
BJ
1
Brouwer & Janachowski
California
$8.19M
2
AAC
2
Asset Advisors Corp
Georgia
$40M
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$4.55M
4
KFP
4
Keystone Financial Planning
Ohio
$4.06M
5
Bank of America
5
Bank of America
North Carolina
$3.96M

Top Sellers

1
HCM
1
Hengehold Capital Management
Ohio
$8.72M
2
FAAS
2
First Allied Advisory Services
California
$492K
3
AI
3
Atria Investments
North Carolina
$10.1M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M
5
FANJ
5
Financial Architects (New Jersey)
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HB
1
Homrich & Berg
Georgia
$50.7M 1,384,146 +61,317 +5%
AAC
2
Asset Advisors Corp
Georgia
$40M 1,090,145 +161,980 +17%
SAM
3
Summit Asset Management
Tennessee
$21.4M 583,533 -1,488 -0.3%
FIM
4
Frontier Investment Management
Texas
$15.3M 416,653 +29,575 +8%
AI
5
Atria Investments
North Carolina
$10.1M 275,402 -36,596 -12%
HCM
6
Hengehold Capital Management
Ohio
$8.72M 237,955 -70,300 -23%
BJ
7
Brouwer & Janachowski
California
$8.19M 223,488 +223,488 New
Goldman Sachs
8
Goldman Sachs
New York
$5.07M 138,384 +101,825 +279%
MAS
9
Madden Advisory Services
Florida
$4.83M 131,771 +11,580 +10%
AA
10
Apriem Advisors
California
$4.74M 129,363 +15,722 +14%
ECML
11
Eagle Capital Management (Louisiana)
Louisiana
$4.55M 124,078 +124,078 New
KFP
12
Keystone Financial Planning
Ohio
$4.06M 110,708 +110,708 New
Bank of America
13
Bank of America
North Carolina
$3.96M 107,970 +105,666 +4,586%
Citigroup
14
Citigroup
New York
$3.67M 100,000 – –
HI
15
Horizon Investments
North Carolina
$3.67M 99,995 +26,258 +36%
FFS
16
Founders Financial Securities
Maryland
$3.59M 97,947 +97,947 New
LYV
17
Live Your Vision
Pennsylvania
$3.5M 95,534 +10,669 +13%
UCFA
18
United Capital Financial Advisors
Texas
$3.5M 95,516 +15,703 +20%
PMG
19
ProVise Management Group
Florida
$3.39M 92,606 +43,428 +88%
SA
20
Strategic Advisors
New York
$3.29M 89,728 +20,824 +30%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3.22M 87,879 +7,982 +10%
SG Americas Securities
22
SG Americas Securities
New York
$2.63M 71,825 +71,825 New
EVC
23
Eidelman Virant Capital
Missouri
$2.62M 71,407 +2,280 +3%
BCMO
24
Buckingham Capital Management (Ohio)
Ohio
$2.41M 65,607 -236 -0.4%
EWM
25
Evermay Wealth Management
Virginia
$2M 54,555 +54,555 New
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