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Schwab US Dividend Equity ETF

430 hedge funds and large institutions have $2.28B invested in Schwab US Dividend Equity ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 181 increasing their positions, 130 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+15
Holders Change %
+3.61%
% of All Funds
9.85%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.6%
New
39
Increased
181
Reduced
130
Closed
19
Calls
$1.5M
Puts
$276K
Net Calls
+$1.22M
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Shares
Change %
AMM
226
American Money Management
California
$562K -$51.7K -2,928 -8%
HSA
227
HBK Sorce Advisory
Pennsylvania
$560K -$57.8K -3,270 -9%
JSL
228
JT Stratford LLC
Georgia
$552K +$28.1K +1,587 +5%
LWAC
229
Laurel Wealth Advisors (California)
California
$546K -$64.2K -3,639 -11%
FM
230
Foster & Motley
Ohio
$537K +$69.7K +3,945 +15%
SHA
231
Seneca House Advisors
Virginia
$533K -$106K -6,003 -17%
AA
232
Ancora Advisors
Ohio
$533K +$533K +30,150 New
CW
233
CreativeOne Wealth
Kansas
$529K -$146K -8,271 -22%
MWAC
234
Mariner Wealth Advisors (Cincinnati)
Ohio
$523K -$467K -26,415 -47%
MWM
235
Meridian Wealth Management
Kentucky
$516K -$140K -7,950 -21%
CBA
236
Coastal Bridge Advisors
Connecticut
$512K
DSC
237
Duncker Streett & Co
Missouri
$510K +$102K +5,781 +25%
BC
238
Bartlett & Co
Ohio
$501K
BCWM
239
Bartlett & Co Wealth Management
Ohio
$501K
NEGWA
240
New England Guild Wealth Advisors
Connecticut
$497K
CAN
241
Cetera Advisor Networks
California
$492K +$88.1K +4,986 +22%
SA
242
Strategic Advisors
New York
$486K +$2.28K +129 +0.5%
MFG
243
Merit Financial Group
Georgia
$480K +$10.8K +552 +2%
WA
244
WBH Advisory
Maryland
$480K +$49.8K +2,823 +12%
S
245
SignatureFD
Georgia
$478K
IC
246
Intersect Capital
California
$478K
PL
247
Plancorp LLC
Missouri
$475K +$1.59K +90 +0.3%
FC
248
Fulcrum Capital
Washington
$471K
OAM
249
Occidental Asset Management
California
$466K -$212 -12 -0%
CWM
250
Cedar Wealth Management
California
$465K