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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

153 hedge funds and large institutions have $777M invested in Schwab US Dividend Equity ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
4.08%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
23
Increased
80
Reduced
35
Closed
10
Calls
$615K
Puts
$926K
Net Calls
-$311K
Net Calls Change
+$558K

Top Buyers

1
MAA
1
Managed Account Advisors
New Jersey
$265M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$27.1M
3
HB
3
Homrich & Berg
Georgia
$72.2M
4
Wells Fargo
4
Wells Fargo
California
$13M
5
W
5
Wealthfront
California
$43M

Top Sellers

1
MIH
1
Madison Investment Holdings
Wisconsin
$16.5M
2
GC
2
Gratus Capital
Georgia
$4.13M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.34M
4
CC
4
Curian Capital
Colorado
$26.2M
5
FIM
5
Frontier Investment Management
Texas
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
MAA
1
Managed Account Advisors
New Jersey
$265M 6,728,285 +3,468,156 +106%
HB
2
Homrich & Berg
Georgia
$72.2M 1,832,883 +142,968 +8%
AAC
3
Asset Advisors Corp
Georgia
$49M 1,243,890 +21,410 +2%
W
4
Wealthfront
California
$43M 1,091,289 +117,522 +12%
SHJ
5
Sharkey, Howes & Javer
Colorado
$27.1M 686,951 +686,951 New
CC
6
Curian Capital
Colorado
$26.2M 665,097 -208,750 -24%
SAM
7
Summit Asset Management
Tennessee
$21.8M 553,705 -34,336 -6%
MIH
8
Madison Investment Holdings
Wisconsin
$16.5M 418,489 -486,420 -54%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$13.7M 347,855 -112,506 -24%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$13.6M 346,082 +65,320 +23%
Wells Fargo
11
Wells Fargo
California
$13M 331,006 +134,112 +68%
HCM
12
Hengehold Capital Management
Ohio
$11.3M 287,646 +5,469 +2%
Bank of America
13
Bank of America
North Carolina
$10.8M 273,749 +39,103 +17%
AA
14
Apriem Advisors
California
$10.2M 258,513 +20,035 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$9.34M 236,994 -212,914 -47%
BJ
16
Brouwer & Janachowski
California
$9.02M 228,855 -22,091 -9%
LPL Financial
17
LPL Financial
California
$7.13M 181,881 +40,786 +29%
AI
18
Atria Investments
North Carolina
$7.04M 178,671 +1,004 +0.6%
Morgan Stanley
19
Morgan Stanley
New York
$6.14M 155,682 +59,040 +61%
LYV
20
Live Your Vision
Pennsylvania
$5.6M 142,057 +7,356 +5%
TCM
21
Tuttle Capital Management
Connecticut
$5.35M 135,874 +115,322 +561%
EWM
22
Evermay Wealth Management
Virginia
$5.09M 129,080 -2,445 -2%
PMG
23
ProVise Management Group
Florida
$4.97M 126,126 +8,163 +7%
KFP
24
Keystone Financial Planning
Ohio
$4.72M 119,758 +127 +0.1%
SA
25
Strategic Advisors
New York
$4.66M 121,671 -26,468 -18%
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