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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

195 hedge funds and large institutions have $642M invested in Schwab US Dividend Equity ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 20 closing their positions.

Holders
195
Holders Change
+9
Holders Change %
+4.84%
% of All Funds
5.2%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.45%
New
30
Increased
86
Reduced
52
Closed
20
Calls
$660K
Puts
$904K
Net Calls
-$244K
Net Calls Change
-$217K

Top Buyers

1
W
1
Wealthfront
California
$91.5M
2
SMG
2
Spectrum Management Group
Indiana
$21.4M
3
CSIA
3
Charles Schwab Investment Advisory
California
$45.9M
4
FIM
4
Frontier Investment Management
Texas
$8.78M
5
HCM
5
Hengehold Capital Management
Ohio
$23.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$19.9M
2
HB
2
Homrich & Berg
Georgia
$20.9M
3
QI
3
QS Investors
New York
$1.13M
4
AA
4
Apriem Advisors
California
$0
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$6.17M
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthfront
California
$91.5M 2,281,739 +687,354 +43%
AAC
2
Asset Advisors Corp
Georgia
$54.2M 1,350,940 +42,005 +3%
CSIA
3
Charles Schwab Investment Advisory
California
$45.9M 1,144,586 +434,763 +61%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$24.1M 601,567 -2,003 -0.3%
HCM
5
Hengehold Capital Management
Ohio
$23.5M 586,164 +144,368 +33%
MIH
6
Madison Investment Holdings
Wisconsin
$21.6M 539,524 +60,781 +13%
SMG
7
Spectrum Management Group
Indiana
$21.4M 532,645 +532,645 New
HB
8
Homrich & Berg
Georgia
$20.9M 520,593 -712,828 -58%
UBS Group
9
UBS Group
Switzerland
$20.7M 516,190 +41,777 +9%
Bank of America
10
Bank of America
North Carolina
$19.9M 495,230 -7,316,989 -94%
SAM
11
Summit Asset Management
Tennessee
$18M 449,925 +10,304 +2%
PMG
12
ProVise Management Group
Florida
$15.3M 382,769 +88,368 +30%
LPL Financial
13
LPL Financial
California
$13.6M 339,534 -59,494 -15%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$11.5M 286,801 -4,996 -2%
FIM
15
Frontier Investment Management
Texas
$8.78M 219,466 +164,981 +303%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.55M 213,308 -16,925 -7%
Morgan Stanley
17
Morgan Stanley
New York
$7.98M 199,027 +26,476 +15%
WIP
18
Wellesley Investment Partners
Massachusetts
$7.34M 183,128 +24,806 +16%
NDSI
19
Newman Dignan & Sheerar Inc
Rhode Island
$6.19M 154,500 +53,138 +52%
SHJ
20
Sharkey, Howes & Javer
Colorado
$6.17M 154,007 -198,703 -56%
CCP
21
Cardan Capital Partners
Colorado
$5.52M 137,572 +137,572 New
BJ
22
Brouwer & Janachowski
California
$5.36M 133,635 -17,247 -11%
Wells Fargo
23
Wells Fargo
California
$5.35M 133,566 -70,695 -35%
PA
24
Planning Alternatives
Michigan
$5.23M 130,320 +52,112 +67%
KFP
25
Keystone Financial Planning
Ohio
$5.21M 130,032 +1,589 +1%
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