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Schwab US Dividend Equity ETF
SCHD

Overview Fund Activity

302 hedge funds and large institutions have $1.53B invested in Schwab US Dividend Equity ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
31
Increased
144
Reduced
86
Closed
17
Calls
$2.53M
Puts
$1.04M
Net Calls
+$1.49M
Net Calls Change
+$806K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$327M
2
W
2
Wealthfront
California
$211M
3
Wells Fargo
3
Wells Fargo
California
$21.3M
4
TSS
4
Two Sigma Securities
New York
$9.68M
5
AWMG
5
Alliance Wealth Management Group
New Jersey
$10.7M

Top Sellers

1
OIM
1
Opus Investment Management
Massachusetts
$22.1M
2
SMG
2
Spectrum Management Group
Indiana
$21M
3
FWM
3
Frontier Wealth Management
Missouri
$2.22M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$668K
5
Jane Street
5
Jane Street
New York
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$327M 6,976,753 +1,076,846 +18%
W
2
Wealthfront
California
$211M 4,512,332 +668,502 +17%
APP
3
Avantax Planning Partners
Iowa
$105M 2,249,598 +44,131 +2%
AAC
4
Asset Advisors Corp
Georgia
$67M 1,431,714 -995 -0.1%
UBS Group
5
UBS Group
Switzerland
$38M 811,578 -12,372 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$34.4M 735,418 +44,416 +6%
Bank of America
7
Bank of America
North Carolina
$28.7M 612,524 +5,012 +0.8%
MIH
8
Madison Investment Holdings
Wisconsin
$26.3M 560,940 -26,955 -5%
OIM
9
Opus Investment Management
Massachusetts
$22.1M 472,300 -107,200 -18%
Wells Fargo
10
Wells Fargo
California
$21.3M 454,974 +242,592 +114%
SMG
11
Spectrum Management Group
Indiana
$21M 447,870 -92,935 -17%
SAM
12
Summit Asset Management
Tennessee
$20.8M 444,012 +6,417 +1%
HB
13
Homrich & Berg
Georgia
$19.5M 416,788 -9,823 -2%
Morgan Stanley
14
Morgan Stanley
New York
$17.3M 369,944 +784 +0.2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$15.6M 334,023 +179 +0.1%
Ameriprise
16
Ameriprise
Minnesota
$14.4M 307,865 +45,997 +18%
PAI
17
Pittenger & Anderson Inc
Nebraska
$13.9M 297,772 +23,029 +8%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$13.8M 294,931 +1,043 +0.4%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$13.7M 293,106 +64,524 +28%
SHJ
20
Sharkey, Howes & Javer
Colorado
$13.7M 286,396 -7,366 -3%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$13M 277,814 +15,092 +6%
LPL Financial
22
LPL Financial
California
$12.6M 270,031 +6,283 +2%
PMG
23
ProVise Management Group
Florida
$12.6M 268,697 +14,150 +6%
Citigroup
24
Citigroup
New York
$12.4M 265,648 +40,210 +18%
DADC
25
D.A. Davidson & Co
Montana
$11.3M 240,845 +42,406 +21%
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