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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 %
PWP
301
Principle Wealth Partners
Connecticut
$347K +$347K +22,140 New
SAM
302
Sawgrass Asset Management
Florida
$345K
TFA
303
Toth Financial Advisory
Virginia
$344K -$31.3K -1,995 -8%
JG
304
Jefferies Group
New York
$344K +$344K +21,975 New
AUB
305
Atlantic Union Bankshares
Virginia
$334K +$137K +8,739 +69%
CCP
306
Clarkston Capital Partners
Michigan
$331K +$2.4K +153 +0.7%
JIC
307
Johnson Investment Counsel
Ohio
$330K +$20.5K +1,314 +7%
SBH
308
Segall Bryant & Hamill
Illinois
$327K
NFG
309
Nadler Financial Group
Illinois
$326K
SBIA
310
Sheaff Brock Investment Advisors
Indiana
$326K +$2.35K +150 +0.7%
AC
311
Alley Company
Illinois
$321K +$4.74K +303 +1%
RRWA
312
Rainey & Randall Wealth Advisors
Florida
$320K
PA
313
Parallel Advisors
California
$320K +$34.5K +2,208 +12%
BCP
314
Blue Chip Partners
Michigan
$320K +$320K +20,460 New
SB
315
Suntrust Banks
Georgia
$318K -$44.4K -2,847 -12%
MGIA
316
Moneta Group Investment Advisors
Missouri
$316K +$316K +20,184 New
FC
317
Fulcrum Capital
Washington
$315K -$102K -6,540 -25%
CFGS
318
Concourse Financial Group Securities
Alabama
$315K +$315K +20,139 New
EI
319
Ellevest Inc
New York
$315K +$315K +20,142 New
BPWA
320
Beacon Pointe Wealth Advisors
California
$310K +$310K +19,758 New
IAA
321
Independent Advisor Alliance
North Carolina
$307K +$307K +18,372 New
CAN
322
Cetera Advisor Networks
California
$304K -$133K -8,493 -30%
RWA
323
River Wealth Advisors
Pennsylvania
$304K +$153K +9,762 +101%
Stifel Financial
324
Stifel Financial
Missouri
$303K +$33.3K +2,133 +12%
BAC
325
Boys Arnold & Co
North Carolina
$297K -$53K -3,408 -15%