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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

289 hedge funds and large institutions have $1.35B invested in Schwab US Dividend Equity ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 14 closing their positions.

Holders
289
Holders Change
+21
Holders Change %
+7.84%
% of All Funds
7.22%
Holding in Top 10
21
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16%
% of All Funds
0.52%
New
37
Increased
131
Reduced
84
Closed
14
Calls
$1.81M
Puts
$1.12M
Net Calls
+$687K
Net Calls Change
-$280K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$266M
2
W
2
Wealthfront
California
$173M
3
OIM
3
Opus Investment Management
Massachusetts
$26.1M
4
SWP
4
Stratos Wealth Partners
Ohio
$6.2M
5
YMRC
5
Yorktown Management & Research Company
Virginia
$4.51M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.6M
2
REMPR
2
Roof Eidam Maycock Peralta (REMP)
California
$1.65M
3
AA
3
Apriem Advisors
California
$1.15M
4
MIH
4
Madison Investment Holdings
Wisconsin
$26.5M
5
APP
5
Avantax Planning Partners
Iowa
$99.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$266M 5,899,907 +1,176,576 +25%
W
2
Wealthfront
California
$173M 3,843,830 +441,289 +13%
APP
3
Avantax Planning Partners
Iowa
$99.5M 2,205,467 -93,537 -4%
AAC
4
Asset Advisors Corp
Georgia
$64.6M 1,432,709 -2,355 -0.2%
UBS Group
5
UBS Group
Switzerland
$37.2M 823,950 +55,618 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$31.2M 691,002 +40,018 +6%
Bank of America
7
Bank of America
North Carolina
$27.4M 607,512 -59,336 -9%
MIH
8
Madison Investment Holdings
Wisconsin
$26.5M 587,895 -97,026 -14%
OIM
9
Opus Investment Management
Massachusetts
$26.1M 579,500 +187,000 +48%
SMG
10
Spectrum Management Group
Indiana
$24.4M 540,805 -37,180 -6%
SAM
11
Summit Asset Management
Tennessee
$19.7M 437,595 -3,583 -0.8%
HB
12
Homrich & Berg
Georgia
$19.2M 426,611 -25,026 -6%
Morgan Stanley
13
Morgan Stanley
New York
$16.6M 369,160 -5,822 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$15.1M 333,844 -29,468 -8%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$13.3M 293,888 -80,286 -21%
SHJ
16
Sharkey, Howes & Javer
Colorado
$13.2M 293,762 -46,873 -14%
PAI
17
Pittenger & Anderson Inc
Nebraska
$12.4M 274,743 +44,226 +19%
LPL Financial
18
LPL Financial
California
$11.9M 263,748 +16,140 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$11.8M 262,722 +79,234 +43%
Ameriprise
20
Ameriprise
Minnesota
$11.8M 261,868 +37,987 +17%
PMG
21
ProVise Management Group
Florida
$11.5M 254,547 +25,385 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$10.3M 228,582 +43,224 +23%
WIP
23
Wellesley Investment Partners
Massachusetts
$10.3M 227,690 +9,662 +4%
Citigroup
24
Citigroup
New York
$10.2M 225,438 -92,200 -29%
WIC
25
Whitegate Investment Counselors
New Hampshire
$10M 222,096 +1,827 +0.8%
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