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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

186 hedge funds and large institutions have $862M invested in Schwab US Dividend Equity ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 12 closing their positions.

Holders
186
Holders Change
+29
Holders Change %
+18.47%
% of All Funds
4.88%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.42%
New
42
Increased
75
Reduced
44
Closed
12
Calls
$517K
Puts
$544K
Net Calls
-$27K
Net Calls Change
-$419K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$301M
2
QI
2
QS Investors
New York
$23.9M
3
UBS Group
3
UBS Group
Switzerland
$18.3M
4
W
4
Wealthfront
California
$61.5M
5
CSIA
5
Charles Schwab Investment Advisory
California
$27.4M

Top Sellers

1
HB
1
Homrich & Berg
Georgia
$47.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$2M
3
SHJ
3
Sharkey, Howes & Javer
Colorado
$13.6M
4
AI
4
Atria Investments
North Carolina
$0
5
GC
5
Gratus Capital
Georgia
$201K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$301M 7,812,219 +7,689,575 +6,270%
W
2
Wealthfront
California
$61.5M 1,594,385 +394,547 +33%
AAC
3
Asset Advisors Corp
Georgia
$50.5M 1,308,935 +33,125 +3%
HB
4
Homrich & Berg
Georgia
$47.6M 1,233,421 -721,227 -37%
CSIA
5
Charles Schwab Investment Advisory
California
$27.4M 709,823 +233,732 +49%
QI
6
QS Investors
New York
$23.9M 620,675 +620,675 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$23.3M 603,570 +15,791 +3%
MIH
8
Madison Investment Holdings
Wisconsin
$18.5M 478,743 +23,080 +5%
UBS Group
9
UBS Group
Switzerland
$18.3M 474,413 +401,223 +548%
HCM
10
Hengehold Capital Management
Ohio
$17M 441,796 +190,914 +76%
SAM
11
Summit Asset Management
Tennessee
$17M 439,621 -16,302 -4%
LPL Financial
12
LPL Financial
California
$15.3M 399,028 +203,642 +104%
SHJ
13
Sharkey, Howes & Javer
Colorado
$13.6M 352,710 -157,406 -31%
PMG
14
ProVise Management Group
Florida
$11.4M 294,401 +141,462 +92%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$11.3M 291,797 -70,646 -19%
AA
16
Apriem Advisors
California
$9.04M 234,444 +230,494 +5,835%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.88M 230,233 -3,154 -1%
Wells Fargo
18
Wells Fargo
California
$7.88M 204,261 +34,610 +20%
Morgan Stanley
19
Morgan Stanley
New York
$6.65M 172,551 -8,450 -5%
WIP
20
Wellesley Investment Partners
Massachusetts
$6.1M 158,322 +158,322 New
BJ
21
Brouwer & Janachowski
California
$5.82M 150,882 -43,351 -22%
KFP
22
Keystone Financial Planning
Ohio
$4.95M 128,443 -141 -0.1%
CMP
23
Courage Miller Partners
Virginia
$4.75M 123,229 +4,825 +4%
KIA
24
KCM Investment Advisors
California
$4.74M 122,999 +97,093 +375%
QCMNJ
25
Quantum Capital Management (New Jersey)
New Jersey
$4.47M 116,005 -6,016 -5%
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