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SCHWAB US DIVIDEND EQUITY ETF
SCHWAB US DIVIDEND EQUITY ETF. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 273 Institutional holders with a total value of $1,267,584,780.
#
Manager Name
Shares
Value ($)
%
Options
Notes
251 REILLY FINANCIAL ADVISORS, LLC 400 18,000 0.00%
252 ARMBRUSTER CAPITAL MANAGEMENT, INC. 380 17,000 0.00%
253 First Personal Financial Services 380 17,000 0.00%
254 ROBLE, BELKO & COMPANY, INC 378 17,000 0.00%
255 MARK SHEPTOFF FINANCIAL PLANNING, LLC 326 14,000 0.00%
256 Evensky & Katz LLC 319 14,000 0.00%
257 MassMutual Private Wealth & Trust, FSB 300 13,374 0.00%
258 WHITTIER TRUST CO 291 13,000 0.00%
259 TCI Wealth Advisors, Inc. 254 11,000 0.00%
260 FARMERS & MERCHANTS INVESTMENTS INC 200 9,000 0.00%
261 Chevy Chase Trust Holdings, LLC 105 5,000 0.00%
262 FIRST MANHATTAN CO. LLC. 112 5,000 0.00%
263 Glassman Wealth Services 95 4,000 0.00%
264 Perigon Wealth Management, LLC 75 3,000 0.00%
265 Evercore Wealth Management, LLC 36 2,000 0.00%
266 Avior Wealth Management, LLC 56 2,000 0.00%
267 PFLUG KOORY, LLC 35 2,000 0.00%
268 JFS WEALTH ADVISORS, LLC 25 1,000 0.00%
269 Tortoise Investment Management, LLC 30 1,000 0.00%
270 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 25 1,000 0.00%
271 PARALLEL ADVISORS, LLC 19 1,000 0.00%
272 Portfolio Solutions, LLC 0 0 0.00%
273 Parallax Volatility Advisers, L.P. 1 0 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.