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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

149 hedge funds and large institutions have $508M invested in Schwab US Dividend Equity ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 40 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
4.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
17
Increased
68
Reduced
40
Closed
19
Calls
$2.02M
Puts
$996K
Net Calls
+$1.03M
Net Calls Change
+$1.34M

Top Buyers

1
W
1
Wealthfront
California
$52.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.3M
3
CSIA
3
Charles Schwab Investment Advisory
California
$11.1M
4
Jane Street
4
Jane Street
New York
$5.51M
5
CC
5
Curian Capital
Colorado
$29.7M

Top Sellers

1
MAA
1
Managed Account Advisors
New Jersey
$110K
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$0
3
TCM
3
Tuttle Capital Management
Connecticut
$0
4
GC
4
Gratus Capital
Georgia
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HB
1
Homrich & Berg
Georgia
$73.9M 1,928,946 +96,063 +5%
W
2
Wealthfront
California
$52.9M 1,382,099 +290,810 +27%
AAC
3
Asset Advisors Corp
Georgia
$48.8M 1,274,315 +30,425 +2%
CC
4
Curian Capital
Colorado
$29.7M 774,582 +109,485 +16%
SHJ
5
Sharkey, Howes & Javer
Colorado
$26.2M 684,489 -2,462 -0.4%
SAM
6
Summit Asset Management
Tennessee
$17.4M 455,644 -98,061 -18%
MIH
7
Madison Investment Holdings
Wisconsin
$16M 418,202 -287 -0.1%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$15.7M 409,579 +63,497 +18%
Wells Fargo
9
Wells Fargo
California
$13M 339,445 +8,439 +3%
CSIA
10
Charles Schwab Investment Advisory
California
$11.1M 289,374 +213,169 +280%
HCM
11
Hengehold Capital Management
Ohio
$10.1M 263,169 -24,477 -9%
AA
12
Apriem Advisors
California
$9.88M 257,994 -519 -0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.07M 236,985 -9 -0%
BJ
14
Brouwer & Janachowski
California
$8.36M 218,257 -10,598 -5%
Goldman Sachs
15
Goldman Sachs
New York
$8.3M 216,688 +216,688 New
Bank of America
16
Bank of America
North Carolina
$7.94M 207,256 -66,493 -24%
LPL Financial
17
LPL Financial
California
$7.8M 203,150 +21,269 +12%
Morgan Stanley
18
Morgan Stanley
New York
$6.62M 172,825 +17,143 +11%
SA
19
Strategic Advisors
New York
$6.05M 158,107 +36,436 +30%
PMG
20
ProVise Management Group
Florida
$5.6M 146,182 +20,056 +16%
Jane Street
21
Jane Street
New York
$5.51M 143,921 +138,265 +2,445%
AI
22
Atria Investments
North Carolina
$5.37M 140,248 -38,423 -22%
KFP
23
Keystone Financial Planning
Ohio
$4.84M 126,458 +6,700 +6%
LYV
24
Live Your Vision
Pennsylvania
$4.83M 125,335 -16,722 -12%
EWM
25
Evermay Wealth Management
Virginia
$4.55M 118,860 -10,220 -8%
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