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Schwab US Dividend Equity ETF

482 hedge funds and large institutions have $2.26B invested in Schwab US Dividend Equity ETF in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 200 increasing their positions, 124 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+52
Holders Change %
+12.09%
% of All Funds
10.76%
Holding in Top 10
40
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+53.85%
% of All Funds
0.89%
New
100
Increased
200
Reduced
124
Closed
42
Calls
$2.01M
Puts
$951K
Net Calls
+$1.06M
Net Calls Change
-$163K
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
226
Breiter Capital Management
Florida
$819K -$432K -27,594 -35%
CFA
227
Carroll Financial Associates
North Carolina
$807K -$14.2K -897 -2%
PA
228
Pinnacle Associates
New York
$800K -$55.1K -3,516 -6%
JPMorgan Chase & Co
229
JPMorgan Chase & Co
New York
$796K -$30.2K -1,932 -4%
MCP
230
Martin Capital Partners
Oregon
$792K +$197K +12,555 +33%
FNBOMD
231
First National Bank of Mount Dora
Florida
$790K +$132K +8,400 +20%
BCI
232
Brinker Capital Investments
Pennsylvania
$784K -$199K -12,723 -20%
APA
233
American Portfolios Advisors
New York
$773K -$3.94M -251,949 -84%
EWM
234
Edge Wealth Management
New York
$745K +$35.4K +2,262 +5%
SFSIG
235
San Francisco Sentry Investment Group
California
$744K +$77K +4,920 +12%
GAM
236
Garrison Asset Management
Arkansas
$719K +$30.7K +1,965 +4%
KFGK
237
Keystone Financial Group (Kentucky)
Kentucky
$706K -$357K -22,800 -34%
RCM
238
RNC Capital Management
California
$692K +$692K +44,169 New
RWM
239
Rench Wealth Management
Texas
$688K -$78K -4,983 -10%
CIAS
240
Capital Investment Advisory Services
North Carolina
$688K -$11.4K -726 -2%
BCP
241
Blackhawk Capital Partners
Wisconsin
$679K +$679K +43,368 New
FM
242
Foster & Motley
Ohio
$672K +$196K +12,549 +41%
MAM
243
Marquette Asset Management
Minnesota
$656K -$33.1K -2,115 -5%
SMG
244
Smart Money Group
Texas
$649K -$20.1K -1,281 -3%
TF
245
Trek Financial
Arizona
$627K +$627K +40,053 New
MMHP
246
Murphy Middleton Hinkle & Parker
Georgia
$617K -$6.76K -432 -1%
CAM
247
Concorde Asset Management
Michigan
$610K -$18.3K -1,170 -3%
LWAC
248
Laurel Wealth Advisors (California)
California
$605K +$121K +7,749 +25%
WF
249
Welch & Forbes
Massachusetts
$601K
BWAM
250
Boyd Watterson Asset Management
Ohio
$599K