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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 %
RFA
276
Reilly Financial Advisors
California
$19K 400 -482 -55%
FPFS
277
First Personal Financial Services
North Carolina
$18K 380
RBC
278
Roble Belko & Company
Pennsylvania
$16K 345
MSFP
279
Mark Sheptoff Financial Planning
Connecticut
$15K 325
ST
280
Sageworth Trust
Pennsylvania
$15K 312
GBBWRPM
281
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K 332 +332 New
WT
282
Whittier Trust
California
$14K 291
WB
283
Webster Bank
Connecticut
$12K 265 +265 New
EK
284
Evensky & Katz
Florida
$10K 231 +2 +0.9%
GRP
285
Global Retirement Partners
California
$10K 203 +101 +99%
SIM
286
Sonora Investment Management
Arizona
$9.36K 200 +200 New
JGIA
287
Jackson Grant Investment Advisers
Connecticut
$9K 194 +2 +1%
BFEC
288
Benjamin F. Edwards & Company
Missouri
$8K 176 +176 New
ASN
289
Advisory Services Network
Georgia
$5K 104
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$5K 109 +109 New
PWM
291
Perigon Wealth Management
California
$4K 75
GWS
292
Glassman Wealth Services
Virginia
$4K 95
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$4K 78 +78 New
BWA
294
Burt Wealth Advisors
Maryland
$3K 70 -36 -34%
EWM
295
Evercore Wealth Management
New York
$2K 36
PK
296
Pflug Koory
Nebraska
$2K 35
AWM
297
Avior Wealth Management
Nebraska
$2K 50 +50 New
IWM
298
IHT Wealth Management
Illinois
$1K 25
JWA
299
JFS Wealth Advisors
Pennsylvania
$1K 25
TIM
300
Tortoise Investment Management
New York
$1K 30