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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

157 hedge funds and large institutions have $463M invested in Schwab US Dividend Equity ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 15 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
4.39%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
25
Increased
53
Reduced
55
Closed
15
Calls
$1.33M
Puts
$938K
Net Calls
+$392K
Net Calls Change
-$634K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$21.1M
2
CSIA
2
Charles Schwab Investment Advisory
California
$17.1M
3
QCMNJ
3
Quantum Capital Management (New Jersey)
New Jersey
$4.39M
4
Goldman Sachs
4
Goldman Sachs
New York
$12.1M
5
GC
5
Gratus Capital
Georgia
$3.77M

Top Sellers

1
CC
1
Curian Capital
Colorado
$5.51M
2
AA
2
Apriem Advisors
California
$142K
3
W
3
Wealthfront
California
$43.1M
4
SHJ
4
Sharkey, Howes & Javer
Colorado
$18.5M
5
Wells Fargo
5
Wells Fargo
California
$6.1M
Name Market Value Shares Shares
Change 		Shares
Change %
HB
1
Homrich & Berg
Georgia
$70.3M 1,954,648 +25,702 +1%
AAC
2
Asset Advisors Corp
Georgia
$45.9M 1,275,810 +1,495 +0.1%
W
3
Wealthfront
California
$43.1M 1,199,838 -182,261 -13%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.1M 587,779 +587,779 New
SHJ
5
Sharkey, Howes & Javer
Colorado
$18.5M 510,116 -174,373 -25%
CSIA
6
Charles Schwab Investment Advisory
California
$17.1M 476,091 +186,717 +65%
SAM
7
Summit Asset Management
Tennessee
$16.4M 455,923 +279 +0.1%
MIH
8
Madison Investment Holdings
Wisconsin
$16.4M 455,663 +37,461 +9%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$13M 362,443 -47,136 -12%
Goldman Sachs
10
Goldman Sachs
New York
$12.1M 336,803 +120,115 +55%
HCM
11
Hengehold Capital Management
Ohio
$9.02M 250,882 -12,287 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.39M 233,387 -3,598 -2%
LPL Financial
13
LPL Financial
California
$7.27M 195,386 -7,764 -4%
BJ
14
Brouwer & Janachowski
California
$6.98M 194,233 -24,024 -11%
Morgan Stanley
15
Morgan Stanley
New York
$6.51M 181,001 +8,176 +5%
Wells Fargo
16
Wells Fargo
California
$6.1M 169,651 -169,794 -50%
CC
17
Curian Capital
Colorado
$5.51M 153,257 -621,325 -80%
PMG
18
ProVise Management Group
Florida
$5.5M 152,939 +6,757 +5%
AI
19
Atria Investments
North Carolina
$5.04M 140,052 -196 -0.1%
KFP
20
Keystone Financial Planning
Ohio
$4.62M 128,584 +2,126 +2%
LYV
21
Live Your Vision
Pennsylvania
$4.47M 124,316 -1,019 -0.8%
Bank of America
22
Bank of America
North Carolina
$4.41M 122,644 -84,612 -41%
QCMNJ
23
Quantum Capital Management (New Jersey)
New Jersey
$4.39M 122,021 +122,021 New
CMP
24
Courage Miller Partners
Virginia
$4.26M 118,404 +16,430 +16%
UCFA
25
United Capital Financial Advisors
Texas
$4M 111,293 -4,113 -4%
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