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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

268 hedge funds and large institutions have $1.26B invested in Schwab US Dividend Equity ETF in 2017 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 127 increasing their positions, 68 reducing their positions, and 25 closing their positions.

Holders
268
Holders Change
+5
Holders Change %
+1.9%
% of All Funds
6.68%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.62%
New
32
Increased
127
Reduced
68
Closed
25
Calls
$1.56M
Puts
$593K
Net Calls
+$967K
Net Calls Change
-$3.88M

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$211M
2
Jane Street
2
Jane Street
New York
$19.3M
3
W
3
Wealthfront
California
$152M
4
GWM
4
Geneos Wealth Management
Colorado
$9.41M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.2M

Top Sellers

1
QI
1
QS Investors
New York
$0
2
APP
2
Avantax Planning Partners
Iowa
$102M
3
AA
3
Apriem Advisors
California
$9.15M
4
Bank of America
4
Bank of America
North Carolina
$29.7M
5
Ameriprise
5
Ameriprise
Minnesota
$9.98M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$211M 4,723,331 +1,184,691 +33%
W
2
Wealthfront
California
$152M 3,402,541 +305,079 +10%
APP
3
Avantax Planning Partners
Iowa
$102M 2,299,004 -511,060 -18%
AAC
4
Asset Advisors Corp
Georgia
$64M 1,435,064 +24,847 +2%
UBS Group
5
UBS Group
Switzerland
$34.3M 768,332 +40,648 +6%
MIH
6
Madison Investment Holdings
Wisconsin
$30.5M 684,921 +17,765 +3%
Bank of America
7
Bank of America
North Carolina
$29.7M 666,848 -202,620 -23%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$29M 650,984 -92,769 -12%
SMG
9
Spectrum Management Group
Indiana
$25.8M 577,985 +1,070 +0.2%
HB
10
Homrich & Berg
Georgia
$20.1M 451,637 -20,455 -4%
SAM
11
Summit Asset Management
Tennessee
$19.7M 441,178 +8 +0%
Jane Street
12
Jane Street
New York
$19.3M 433,347 +428,308 +8,500%
OIM
13
Opus Investment Management
Massachusetts
$17.5M 392,500 – –
Morgan Stanley
14
Morgan Stanley
New York
$16.7M 374,982 -15,342 -4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$16.7M 374,174 +63,494 +20%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$16.2M 363,312 +127,967 +54%
SHJ
17
Sharkey, Howes & Javer
Colorado
$15.2M 340,635 +64,311 +23%
Citigroup
18
Citigroup
New York
$14.2M 317,638 -25,896 -8%
REMPR
19
Roof Eidam Maycock Peralta (REMP)
California
$11.3M 253,095 -5,795 -2%
LPL Financial
20
LPL Financial
California
$11M 247,608 +13,586 +6%
PAI
21
Pittenger & Anderson Inc
Nebraska
$10.3M 230,517 +118,910 +107%
PMG
22
ProVise Management Group
Florida
$10.2M 229,162 +15,308 +7%
Ameriprise
23
Ameriprise
Minnesota
$9.98M 223,881 -128,028 -36%
WIC
24
Whitegate Investment Counselors
New Hampshire
$9.82M 220,269 +18,438 +9%
WIP
25
Wellesley Investment Partners
Massachusetts
$9.72M 218,028 +2,127 +1%
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