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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

263 hedge funds and large institutions have $1.2B invested in Schwab US Dividend Equity ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 10 closing their positions.

Holders
263
Holders Change
+24
Holders Change %
+10.04%
% of All Funds
6.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.53%
New
40
Increased
123
Reduced
63
Closed
10
Calls
$5.29M
Puts
$444K
Net Calls
+$4.85M
Net Calls Change
+$647K

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$122M
2
QI
2
QS Investors
New York
$36.6M
3
CSIA
3
Charles Schwab Investment Advisory
California
$154M
4
CCP
4
Cardan Capital Partners
Colorado
$6.72M
5
RJA
5
Raymond James & Associates
Florida
$5.84M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.9M
2
AA
2
Apriem Advisors
California
$23M
3
GC
3
Gratus Capital
Georgia
$255K
4
W
4
Wealthfront
California
$135M
5
OIM
5
Opus Investment Management
Massachusetts
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$154M 3,538,640 +733,768 +26%
W
2
Wealthfront
California
$135M 3,097,462 -178,028 -5%
APP
3
Avantax Planning Partners
Iowa
$122M 2,810,064 +2,810,064 New
AAC
4
Asset Advisors Corp
Georgia
$61.4M 1,410,217 +9,225 +0.7%
Bank of America
5
Bank of America
North Carolina
$37.9M 869,468 -5,638,225 -87%
QI
6
QS Investors
New York
$36.6M 839,728 +839,728 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$32.4M 743,753 +37,324 +5%
UBS Group
8
UBS Group
Switzerland
$31.7M 727,684 +112,889 +18%
MIH
9
Madison Investment Holdings
Wisconsin
$29.1M 667,156 +25,514 +4%
SMG
10
Spectrum Management Group
Indiana
$25.1M 576,915 +28,770 +5%
AA
11
Apriem Advisors
California
$23M 527,275 -227,662 -30%
HB
12
Homrich & Berg
Georgia
$20.6M 472,092 -10,804 -2%
SAM
13
Summit Asset Management
Tennessee
$19.2M 441,170 +1,157 +0.3%
OIM
14
Opus Investment Management
Massachusetts
$17.1M 392,500 -170,300 -30%
Morgan Stanley
15
Morgan Stanley
New York
$17M 390,324 +34,325 +10%
Ameriprise
16
Ameriprise
Minnesota
$15.3M 351,909 +75,993 +28%
Citigroup
17
Citigroup
New York
$15M 343,534 +6,396 +2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$13.5M 310,680 +54,354 +21%
SHJ
19
Sharkey, Howes & Javer
Colorado
$12M 276,324 +9,152 +3%
REMPR
20
Roof Eidam Maycock Peralta (REMP)
California
$11.3M 258,890 +17,573 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.3M 235,345 +40,895 +21%
LPL Financial
22
LPL Financial
California
$10.3M 234,022 +9,217 +4%
WIP
23
Wellesley Investment Partners
Massachusetts
$9.41M 215,901 +9,332 +5%
PMG
24
ProVise Management Group
Florida
$9.3M 213,854 +11,124 +5%
WIC
25
Whitegate Investment Counselors
New Hampshire
$8.79M 201,831 +6,587 +3%
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