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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 %
SPC
276
Sigma Planning Corp
Michigan
$446K +$82.2K +5,250 +23%
NEGWA
277
New England Guild Wealth Advisors
Connecticut
$441K
Renaissance Technologies
278
Renaissance Technologies
New York
$437K +$113K +7,200 +35%
AA
279
Ancora Advisors
Ohio
$436K -$36.1K -2,304 -8%
GLA
280
Good Life Advisors
Pennsylvania
$428K +$123K +7,818 +40%
IC
281
Intersect Capital
California
$424K
S
282
SignatureFD
Georgia
$424K +$282 +18 +0.1%
PL
283
Plancorp LLC
Missouri
$423K +$2.68K +171 +0.6%
SA
284
Strategic Advisors
New York
$413K -$17.4K -1,110 -4%
HWM
285
Highwater Wealth Management
Colorado
$412K +$412K +26,325 New
OAM
286
Occidental Asset Management
California
$404K -$8.96K -573 -2%
ACM
287
AlphaStar Capital Management
North Carolina
$401K +$7.66K +489 +2%
WC
288
Whitnell & Co
Illinois
$395K +$18.6K +1,188 +5%
AAS
289
Avantax Advisory Services
Texas
$391K +$391K +24,876 New
NSG
290
Nalls Sherbakoff Group
Tennessee
$387K +$387K +24,693 New
PPP
291
Private Portfolio Partners
New Jersey
$382K +$382K +24,384 New
BIM
292
Baldwin Investment Management
Pennsylvania
$373K
HFS
293
HL Financial Services
Kentucky
$373K
MFG
294
Merit Financial Group
Georgia
$367K -$56.5K -3,273 -13%
TPWA
295
TRUE Private Wealth Advisors
Oregon
$364K +$94 +6 +0%
AL
296
Aspiriant LLC
California
$362K +$362K +23,133 New
EWF
297
Epstein & White Financial
California
$359K +$2.68K +171 +0.8%
BCWM
298
Blue Chip Wealth Management
Florida
$353K -$29.8K -1,902 -8%
Millennium Management
299
Millennium Management
New York
$351K -$36K -2,295 -9%
FI
300
FormulaFolio Investments
Michigan
$347K