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Schwab US Dividend Equity ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
BTIS
251
BB&T Investment Services
North Carolina
$98K 2,084 -38 -2%
OAM
252
Oppenheimer Asset Management
New York
$95K 2,022
MWM
253
MinichMacGregor Wealth Management
New York
$94K 2,024
CDIA
254
Capital Directions Investment Advisors
Georgia
$94K 2,014 +11 +0.5%
MA
255
MCF Advisors
Kentucky
$91K 1,943 -47 -2%
WAM
256
Watermark Asset Management
California
$86K 1,848 -40 -2%
SSB
257
Sandy Spring Bank
Maryland
$58K 1,242
HDIM
258
Hanson & Doremus Investment Management
Vermont
$57K 1,220 -13 -1%
JCM
259
Jacobi Capital Management
Pennsylvania
$55K 1,160
AFNAS
260
American Financial Network Advisory Services
California
$52K 1,114 +1,114 New
BlackRock
261
BlackRock
New York
$51K 1,082 -285 -21%
WA
262
Winfield Associates
Ohio
$51K 1,100
HNB
263
Huntington National Bank
Ohio
PMFA
264
Plante Moran Financial Advisors
Michigan
$50K 1,077 +1,077 New
AssetMark Inc
265
AssetMark Inc
California
$49K 1,039 +344 +49%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$47K 1,000
IP
267
Intellectus Partners
California
$43K 923
WEC
268
Winslow Evans & Crocker
Massachusetts
$42.1K 900 -300 -25%
LIA
269
LS Investment Advisors
Michigan
$28K 592 +592 New
Chevy Chase Trust
270
Chevy Chase Trust
Maryland
$27K 579 +106 +22%
BRC
271
Bell Rock Capital
Delaware
$24K 519
RCA
272
Rowland Carmichael Advisors
Arizona
$24K 514
ACM
273
Armbruster Capital Management
New York
$22K 460
HI
274
Hudock Inc
Pennsylvania
$22K 488 +488 New
LWA
275
Lenox Wealth Advisors
New York
$20K 420 +420 New