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Schwab US Dividend Equity ETF

543 hedge funds and large institutions have $3.35B invested in Schwab US Dividend Equity ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 258 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+22
Holders Change %
+4.22%
% of All Funds
11.93%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.1%
New
52
Increased
258
Reduced
150
Closed
27
Calls
$4.68M
Puts
$2.45M
Net Calls
+$2.23M
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
276
Rench Wealth Management
Texas
$734K -$8.49K -465 -1%
FWM
277
Frontier Wealth Management
Missouri
$731K -$67.8K -3,711 -8%
CWM
278
Centric Wealth Management
Illinois
$730K +$62.4K +3,531 +9%
VCWA
279
Vanguard Capital Wealth Advisors
Colorado
$729K +$32.9K +1,800 +5%
JIC
280
Johnson Investment Counsel
Ohio
$728K -$45.3K -2,478 -6%
TFGT
281
TS Financial Group (TSFG)
Illinois
$719K +$931 +51 +0.1%
CAM
282
Concorde Asset Management
Michigan
$716K +$5.31K +291 +0.7%
US Bancorp
283
US Bancorp
Minnesota
$713K -$145K -7,947 -17%
WF
284
Welch & Forbes
Massachusetts
$704K
GSIS
285
Global Strategic Investment Solutions
Arizona
$701K +$701K +38,400 New
HSA
286
HBK Sorce Advisory
Pennsylvania
$696K -$54.7K -2,997 -7%
Stifel Financial
287
Stifel Financial
Missouri
$692K +$72.6K +3,984 +12%
FI
288
FormulaFolio Investments
Michigan
$685K -$9.59K -525 -1%
YWP
289
YorkBridge Wealth Partners
New York
$671K +$9.2K +504 +1%
CHA
290
Carmichael Hill & Associates
Maryland
$664K +$38.6K +2,112 +6%
HA
291
Hamel Associates
New Jersey
$661K
CFGS
292
Concourse Financial Group Securities
Alabama
$660K -$4.22K -231 -0.6%
TIM
293
Total Investment Management
Arizona
$654K +$6.13K +336 +0.9%
GWA
294
Guidant Wealth Advisors
Illinois
$653K +$4.93K +270 +0.8%
MA
295
MONECO Advisors
Connecticut
$653K +$6.63K +363 +1%
Susquehanna International Group
296
Susquehanna International Group
Pennsylvania
$641K +$641K +35,130 New
MWM
297
Meridian Wealth Management
Kentucky
$627K +$5.53K +303 +0.9%
DSC
298
Duncker Streett & Co
Missouri
$621K +$3.51K +192 +0.6%
SCA
299
Strategic Capital Advisers
Colorado
$613K +$613K +33,567 New
KA
300
Kovack Advisors
Florida
$605K -$102K -5,598 -14%