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Schwab US Dividend Equity ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
226
Sandy Spring Bank
Maryland
$54K
HDIM
227
Hanson & Doremus Investment Management
Vermont
$50.9K
BWA
228
Burt Wealth Advisors
Maryland
$49K -$27.3K -1,893 -36%
WA
229
Winfield Associates
Ohio
$48K
WEC
230
Winslow Evans & Crocker
Massachusetts
$47.9K
KT
231
Kanaly Trust
Texas
$43K +$43K +2,943 New
JCM
232
Jacobi Capital Management
Pennsylvania
$42K -$4.38K -300 -9%
BKA
233
Brick & Kyle Associates
Pennsylvania
$37K +$37K +2,562 New
Manulife (Manufacturers Life Insurance)
234
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32K +$32K +2,214 New
AssetMark Inc
235
AssetMark Inc
California
$30K
FANJ
236
Financial Architects (New Jersey)
New Jersey
$27K -$13.5K -945 -33%
RCA
237
Rowland Carmichael Advisors
Arizona
$23K -$19K -1,308 -45%
BRC
238
Bell Rock Capital
Delaware
$23K +$23K +1,557 New
GI
239
Gradient Investments
Minnesota
$23K +$23K +1,590 New
TWA
240
TCI Wealth Advisors
Arizona
$22K
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$22K
GBBWRPM
242
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K +$181 +12 +1%
FPFS
243
First Personal Financial Services
North Carolina
$17K
GT
244
Glenmede Trust
Pennsylvania
$17K
RBC
245
Roble Belko & Company
Pennsylvania
$16K
RFA
246
Reilly Financial Advisors
California
$15K +$15K +1,050 New
MSFP
247
Mark Sheptoff Financial Planning
Connecticut
$14K
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$13.1K +$13.1K +900 New
WT
249
Whittier Trust
California
$13K
EK
250
Evensky & Katz
Florida
$13K +$122 +9 +0.9%