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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

143 hedge funds and large institutions have $639M invested in Schwab US Dividend Equity ETF in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
143
Holders Change
+34
Holders Change %
+31.19%
% of All Funds
3.82%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.35%
New
40
Increased
69
Reduced
19
Closed
4
Calls
$446K
Puts
$1.32M
Net Calls
-$869K
Net Calls Change
-$32K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$130M
2
W
2
Wealthfront
California
$38.8M
3
GC
3
Gratus Capital
Georgia
$14.4M
4
MIH
4
Madison Investment Holdings
Wisconsin
$36.1M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$11.2M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$636K
2
Jane Street
2
Jane Street
New York
$0
3
TCM
3
Tuttle Capital Management
Connecticut
$818K
4
MAS
4
Madden Advisory Services
Florida
$3.53M
5
AI
5
Atria Investments
North Carolina
$7.08M
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
1
Managed Account Advisors
New Jersey
$130M 3,260,129 +3,260,129 New
HB
2
Homrich & Berg
Georgia
$67.3M 1,689,915 +34,179 +2%
AAC
3
Asset Advisors Corp
Georgia
$48.7M 1,222,480 -440 -0%
W
4
Wealthfront
California
$38.8M 973,767 +789,112 +427%
MIH
5
Madison Investment Holdings
Wisconsin
$36.1M 904,909 +253,896 +39%
CC
6
Curian Capital
Colorado
$34.8M 873,847 +123,372 +16%
SAM
7
Summit Asset Management
Tennessee
$23.4M 588,041 -154 -0%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$18.3M 460,361 +90,255 +24%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$17.9M 449,908 +67,463 +18%
GC
10
Gratus Capital
Georgia
$14.4M 361,610 +361,610 New
HCM
11
Hengehold Capital Management
Ohio
$11.2M 282,177 -6,992 -2%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$11.2M 280,762 +226,499 +417%
BJ
13
Brouwer & Janachowski
California
$10M 250,946 +295 +0.1%
AA
14
Apriem Advisors
California
$9.5M 238,478 +49,870 +26%
Bank of America
15
Bank of America
North Carolina
$9.35M 234,646 +114,564 +95%
FIM
16
Frontier Investment Management
Texas
$9.15M 237,292 +4,571 +2%
Wells Fargo
17
Wells Fargo
California
$7.85M 196,894 +167,724 +575%
AI
18
Atria Investments
North Carolina
$7.08M 177,667 -10,439 -6%
SA
19
Strategic Advisors
New York
$5.9M 148,139 +29,264 +25%
LPL Financial
20
LPL Financial
California
$5.62M 141,095 +23,624 +20%
VNA
21
Valley National Advisers
Pennsylvania
$5.46M 148,810 +148,810 New
LYV
22
Live Your Vision
Pennsylvania
$5.33M 134,701 +16,387 +14%
EWM
23
Evermay Wealth Management
Virginia
$5.24M 131,525 +7,855 +6%
KFP
24
Keystone Financial Planning
Ohio
$4.77M 119,631 -43 -0%
PMG
25
ProVise Management Group
Florida
$4.7M 117,963 +10,636 +10%
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