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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

109 hedge funds and large institutions have $371M invested in Schwab US Dividend Equity ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 59 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
109
Holders Change
+3
Holders Change %
+2.83%
% of All Funds
3.16%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
10
Increased
59
Reduced
26
Closed
7
Calls
–
Puts
$837K
Net Calls
-$837K
Net Calls Change
-$183K

Top Buyers

1
MIH
1
Madison Investment Holdings
Wisconsin
$25.1M
2
CC
2
Curian Capital
Colorado
$28.9M
3
W
3
Wealthfront
California
$7.12M
4
HB
4
Homrich & Berg
Georgia
$61.6M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$14.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Citigroup
2
Citigroup
New York
$1.93M
3
TRCT
3
Tower Research Capital (TRC)
New York
$54K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
5
MAS
5
Madden Advisory Services
Florida
$4.71M
Name Market Value Shares Shares
Change 		Shares
Change %
HB
1
Homrich & Berg
Georgia
$61.6M 1,655,736 +126,935 +8%
AAC
2
Asset Advisors Corp
Georgia
$47.2M 1,222,920 +6,510 +0.5%
CC
3
Curian Capital
Colorado
$28.9M 750,475 +217,017 +41%
MIH
4
Madison Investment Holdings
Wisconsin
$25.1M 651,013 +290,853 +81%
SAM
5
Summit Asset Management
Tennessee
$22.7M 588,195 +2,852 +0.5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.7M 382,445 +7,186 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$14.3M 370,106 +118,826 +47%
HCM
8
Hengehold Capital Management
Ohio
$11.2M 289,169 +31,658 +12%
BJ
9
Brouwer & Janachowski
California
$9.67M 250,651 -11,033 -4%
FIM
10
Frontier Investment Management
Texas
$8.97M 232,721 +13,895 +6%
AA
11
Apriem Advisors
California
$7.27M 188,608 +24,989 +15%
AI
12
Atria Investments
North Carolina
$7.25M 188,106 -7,034 -4%
W
13
Wealthfront
California
$7.12M 184,655 +184,655 New
EWM
14
Evermay Wealth Management
Virginia
$4.77M 123,670 +1,445 +1%
MAS
15
Madden Advisory Services
Florida
$4.71M 122,181 -13,119 -10%
Bank of America
16
Bank of America
North Carolina
$4.63M 120,082 +188 +0.2%
KFP
17
Keystone Financial Planning
Ohio
$4.62M 119,674 +3,469 +3%
SA
18
Strategic Advisors
New York
$4.58M 118,875 -2,796 -2%
LPL Financial
19
LPL Financial
California
$4.47M 117,471 +5,532 +5%
LYV
20
Live Your Vision
Pennsylvania
$4.39M 118,314 -1,804 -2%
PMG
21
ProVise Management Group
Florida
$4.14M 107,327 +27,182 +34%
Goldman Sachs
22
Goldman Sachs
New York
$4.14M 107,250 +98,072 +1,069%
KFS
23
KMS Financial Services
Washington
$3.75M 97,270 +9,072 +10%
NDSI
24
Newman Dignan & Sheerar Inc
Rhode Island
$3.6M 93,373 +6,633 +8%
UCFA
25
United Capital Financial Advisors
Texas
$3.51M 91,012 +7,171 +9%
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