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Schwab US Dividend Equity ETF

521 hedge funds and large institutions have $3.03B invested in Schwab US Dividend Equity ETF in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 223 increasing their positions, 150 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
521
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
11.33%
Holding in Top 10
49
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.08%
% of All Funds
1.07%
New
44
Increased
223
Reduced
150
Closed
34
Calls
$3.38M
Puts
$1.44M
Net Calls
+$1.94M
Net Calls Change
+$431K
Name Holding Trade Value Shares
Change
Shares
Change %
MCP
276
Martin Capital Partners
Oregon
$644K -$76.4K -4,323 -11%
YWP
277
YorkBridge Wealth Partners
New York
$641K -$7.54K -426 -1%
HA
278
Hamel Associates
New Jersey
$640K -$435K -24,570 -40%
GWA
279
Guidant Wealth Advisors
Illinois
$628K +$4.51K +255 +0.7%
MA
280
MONECO Advisors
Connecticut
$626K
MAFM
281
Mid Atlantic Financial Management
Pennsylvania
$616K -$53.2K -3,006 -8%
TIM
282
Total Investment Management
Arizona
$613K +$72.5K +4,200 +13%
KFGK
283
Keystone Financial Group (Kentucky)
Kentucky
$606K -$92.3K -5,217 -13%
CHA
284
Carmichael Hill & Associates
Maryland
$606K +$76.6K +4,332 +14%
Stifel Financial
285
Stifel Financial
Missouri
$600K +$107K +6,081 +22%
DSC
286
Duncker Streett & Co
Missouri
$598K +$53.1K +3,000 +10%
TL
287
TrueWealth LLC
Georgia
$579K
KCPG
288
Kavar Capital Partners Group
Kansas
$574K +$152K +8,601 +36%
GHA
289
GW Henssler & Associates
Georgia
$568K +$36.4K +2,058 +7%
TPWA
290
TRUE Private Wealth Advisors
Oregon
$566K +$151K +8,460 +36%
RBCM
291
Raub Brock Capital Management
California
$560K +$560K +31,683 New
CWM
292
Cedar Wealth Management
California
$554K
KJWM
293
Kiley Juergens Wealth Management
Washington
$551K +$551K +31,188 New
CW
294
CreativeOne Wealth
Kansas
$532K -$79.8K -4,512 -13%
BPA
295
Beacon Pointe Advisors
California
$526K +$177K +10,020 +51%
BCWM
296
Bartlett & Co Wealth Management
Ohio
$515K
CBA
297
Coastal Bridge Advisors
Connecticut
$513K
BC
298
Bartlett & Co
Ohio
$511K
SEI Investments
299
SEI Investments
Pennsylvania
$508K -$12.7K -717 -2%
NEGWA
300
New England Guild Wealth Advisors
Connecticut
$498K