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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

99 hedge funds and large institutions have $272M invested in Schwab US Dividend Equity ETF in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
99
Holders Change
+11
Holders Change %
+12.5%
% of All Funds
2.86%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
16
Increased
46
Reduced
24
Closed
5
Calls
–
Puts
$428K
Net Calls
-$428K
Net Calls Change
-$134K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$18.7M
2
WIC
2
Whitegate Investment Counselors
New Hampshire
$6.59M
3
HB
3
Homrich & Berg
Georgia
$54.4M
4
LPL Financial
4
LPL Financial
California
$3.84M
5
AAC
5
Asset Advisors Corp
Georgia
$43.1M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
FFS
2
Founders Financial Securities
Maryland
$0
3
ECML
3
Eagle Capital Management (Louisiana)
Louisiana
$1.44M
4
SG Americas Securities
4
SG Americas Securities
New York
$194K
5
AI
5
Atria Investments
North Carolina
$8.02M
Name Market Value Shares Shares
Change 		Shares
Change %
HB
1
Homrich & Berg
Georgia
$54.4M 1,475,251 +91,105 +7%
AAC
2
Asset Advisors Corp
Georgia
$43.1M 1,168,785 +78,640 +7%
SAM
3
Summit Asset Management
Tennessee
$21.4M 580,821 -2,712 -0.5%
Goldman Sachs
4
Goldman Sachs
New York
$18.7M 506,995 +368,611 +266%
FIM
5
Frontier Investment Management
Texas
$14.4M 389,960 -26,693 -6%
HCM
6
Hengehold Capital Management
Ohio
$8.77M 238,069 +114 +0%
BJ
7
Brouwer & Janachowski
California
$8.65M 234,724 +11,236 +5%
AI
8
Atria Investments
North Carolina
$8.02M 217,530 -57,872 -21%
WIC
9
Whitegate Investment Counselors
New Hampshire
$6.59M 164,276 +164,276 New
AA
10
Apriem Advisors
California
$5.21M 141,271 +11,908 +9%
MAS
11
Madden Advisory Services
Florida
$5.09M 137,990 +6,219 +5%
KFP
12
Keystone Financial Planning
Ohio
$4.19M 113,635 +2,927 +3%
LYV
13
Live Your Vision
Pennsylvania
$4M 108,668 +13,134 +14%
SA
14
Strategic Advisors
New York
$4M 108,516 +18,788 +21%
LPL Financial
15
LPL Financial
California
$3.84M 104,109 +79,372 +321%
Citigroup
16
Citigroup
New York
$3.69M 100,000 – –
DS
17
DRW Securities
Illinois
$3.3M 89,452 +43,672 +95%
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$3.19M 86,645 +1,018 +1%
UCFA
19
United Capital Financial Advisors
Texas
$3.18M 86,308 -9,208 -10%
Bank of America
20
Bank of America
North Carolina
$2.82M 76,597 -31,373 -29%
BCMO
21
Buckingham Capital Management (Ohio)
Ohio
$2.73M 73,968 +8,361 +13%
EVC
22
Eidelman Virant Capital
Missouri
$2.58M 70,015 -1,392 -2%
EWM
23
Evermay Wealth Management
Virginia
$2.46M 66,855 +12,300 +23%
Morgan Stanley
24
Morgan Stanley
New York
$2.34M 63,462 +17,152 +37%
TCM
25
Tuttle Capital Management
Connecticut
$2.13M 57,887 +57,887 New
1
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