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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 %
YWP
251
YorkBridge Wealth Partners
New York
$595K +$97.2K +6,210 +20%
3C
252
361 Capital
Colorado
$551K -$82.4K -5,268 -13%
MA
253
MONECO Advisors
Connecticut
$551K +$551K +35,208 New
SGAM
254
Steinberg Global Asset Management
Florida
$550K +$8.5K +543 +2%
TIM
255
Total Investment Management
Arizona
$546K -$3.41K -204 -0.6%
JSL
256
JT Stratford LLC
Georgia
$541K +$52.1K +3,330 +11%
MWM
257
Meridian Wealth Management
Kentucky
$540K +$82.9K +5,301 +18%
AMM
258
American Money Management
California
$528K +$29.4K +1,875 +6%
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$527K -$129K -8,259 -20%
CHA
260
Carmichael Hill & Associates
Maryland
$526K +$22.9K +1,461 +5%
GCA
261
Gradient Capital Advisors
California
$521K +$282 +18 +0.1%
HSA
262
HBK Sorce Advisory
Pennsylvania
$519K +$23.3K +1,491 +5%
CW
263
CreativeOne Wealth
Kansas
$518K +$48.8K +3,111 +10%
TL
264
TrueWealth LLC
Georgia
$513K
VCWA
265
Vanguard Capital Wealth Advisors
Colorado
$509K -$334K -21,375 -40%
MAFM
266
Mid Atlantic Financial Management
Pennsylvania
$506K +$506K +32,304 New
BC
267
Bartlett & Co
Ohio
$491K +$47K +3,000 +11%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$491K +$47K +3,000 +11%
CWM
269
Cedar Wealth Management
California
$483K +$70.5K +4,500 +17%
SEI Investments
270
SEI Investments
Pennsylvania
$482K +$432K +27,798 +860%
AI
271
Atria Investments
North Carolina
$476K +$121K +7,734 +34%
GHA
272
GW Henssler & Associates
Georgia
$465K -$54.7K -3,498 -11%
SHA
273
Seneca House Advisors
Virginia
$457K -$14.7K -942 -3%
DSC
274
Duncker Streett & Co
Missouri
$456K +$3.99K +255 +0.9%
CBA
275
Coastal Bridge Advisors
Connecticut
$454K