We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

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.

New
Increased
Maintained
Reduced
Closed

1,350% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 2

388% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 8

44% more funds holding

Funds holding: 6188 (+27)

37% more capital invested

Capital invested by funds: $182M → $249M (+$67M)

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

4.94% more ownership

Funds ownership: 45.77%50.71% (+4.9%)

54% less call options, than puts

Call options by funds: $249K | Put options by funds: $543K

Holders
88
Holders Change
+27
Holders Change %
+44.26%
% of All Funds
2.55%
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
Name Holding Trade Value Shares
Change
Change in
Stake
HB
1
Homrich & Berg
Georgia
$50.7M +$2.17M +183,951 +5%
AAC
2
Asset Advisors Corp
Georgia
$40M +$5.74M +485,940 +17%
SAM
3
Summit Asset Management
Tennessee
$21.4M -$52.7K -4,464 -0.3%
FIM
4
Frontier Investment Management
Texas
$15.3M +$1.05M +88,725 +8%
AI
5
Atria Investments
North Carolina
$10.1M -$1.3M -109,788 -12%
HCM
6
Hengehold Capital Management
Ohio
$8.72M -$2.49M -210,900 -23%
BJ
7
Brouwer & Janachowski
California
$8.19M +$7.91M +670,464 New
Goldman Sachs
8
Goldman Sachs
New York
$5.07M +$3.61M +305,475 +279%
MAS
9
Madden Advisory Services
Florida
$4.83M +$410K +34,740 +10%
AA
10
Apriem Advisors
California
$4.74M +$557K +47,166 +14%
ECML
11
Eagle Capital Management (Louisiana)
Louisiana
$4.55M +$4.39M +372,234 New
KFP
12
Keystone Financial Planning
Ohio
$4.06M +$3.92M +332,124 New
Bank of America
13
Bank of America
North Carolina
$3.96M +$3.74M +316,998 +4,586%
Citigroup
14
Citigroup
New York
$3.67M
HI
15
Horizon Investments
North Carolina
$3.67M +$930K +78,774 +36%
FFS
16
Founders Financial Securities
Maryland
$3.59M +$3.47M +293,841 New
LYV
17
Live Your Vision
Pennsylvania
$3.5M +$378K +32,007 +13%
UCFA
18
United Capital Financial Advisors
Texas
$3.5M +$556K +47,109 +20%
PMG
19
ProVise Management Group
Florida
$3.39M +$1.54M +130,284 +88%
SA
20
Strategic Advisors
New York
$3.29M +$737K +62,472 +30%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$3.22M +$283K +23,946 +10%
SG Americas Securities
22
SG Americas Securities
New York
$2.63M +$2.54M +215,475 New
EVC
23
Eidelman Virant Capital
Missouri
$2.62M +$80.7K +6,840 +3%
BCMO
24
Buckingham Capital Management (Ohio)
Ohio
$2.4M -$8.36K -708 -0.4%
EWM
25
Evermay Wealth Management
Virginia
$2M +$1.93M +163,665 New