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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

106 hedge funds and large institutions have $323M invested in Schwab US Dividend Equity ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 21 reducing their positions, and 9 closing their positions.

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
3.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
17
Increased
53
Reduced
21
Closed
9
Calls
–
Puts
$654K
Net Calls
-$654K
Net Calls Change
-$226K

Top Buyers

1
CC
1
Curian Capital
Colorado
$20.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$14.4M
3
MIH
3
Madison Investment Holdings
Wisconsin
$13.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$9.62M
5
KFS
5
KMS Financial Services
Washington
$3.38M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$351K
2
FIM
2
Frontier Investment Management
Texas
$8.37M
3
DS
3
DRW Securities
Illinois
$0
4
AI
4
Atria Investments
North Carolina
$7.47M
5
CCWA
5
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K
Name Market Value Shares Shares
Change 		Shares
Change %
HB
1
Homrich & Berg
Georgia
$58.5M 1,528,801 +53,550 +4%
AAC
2
Asset Advisors Corp
Georgia
$46.6M 1,216,410 +47,625 +4%
SAM
3
Summit Asset Management
Tennessee
$22.4M 585,343 +4,522 +0.8%
CC
4
Curian Capital
Colorado
$20.4M 533,458 +533,458 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.4M 375,259 +361,896 +2,708%
MIH
6
Madison Investment Holdings
Wisconsin
$13.8M 360,160 +360,160 New
BJ
7
Brouwer & Janachowski
California
$10M 261,684 +26,960 +11%
HCM
8
Hengehold Capital Management
Ohio
$9.86M 257,511 +19,442 +8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$9.62M 251,280 +244,390 +3,547%
FIM
10
Frontier Investment Management
Texas
$8.37M 218,826 -171,134 -44%
AI
11
Atria Investments
North Carolina
$7.47M 195,140 -22,390 -10%
AA
12
Apriem Advisors
California
$6.26M 163,619 +22,348 +16%
MAS
13
Madden Advisory Services
Florida
$5.18M 135,300 -2,690 -2%
EWM
14
Evermay Wealth Management
Virginia
$4.68M 122,225 +55,370 +83%
SA
15
Strategic Advisors
New York
$4.66M 121,671 +13,155 +12%
LYV
16
Live Your Vision
Pennsylvania
$4.6M 120,118 +11,450 +11%
Bank of America
17
Bank of America
North Carolina
$4.59M 119,894 +43,297 +57%
KFP
18
Keystone Financial Planning
Ohio
$4.45M 116,205 +2,570 +2%
LPL Financial
19
LPL Financial
California
$4.28M 111,939 +7,830 +8%
Citigroup
20
Citigroup
New York
$3.83M 100,000 – –
KFS
21
KMS Financial Services
Washington
$3.38M 88,198 +62,871 +248%
UCFA
22
United Capital Financial Advisors
Texas
$3.21M 83,841 -2,467 -3%
PMG
23
ProVise Management Group
Florida
$3.07M 80,145 +25,136 +46%
TCM
24
Tuttle Capital Management
Connecticut
$2.81M 72,997 +15,110 +26%
BCMO
25
Buckingham Capital Management (Ohio)
Ohio
$2.7M 70,622 -3,346 -5%
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