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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 %
GCA
301
Gradient Capital Advisors
California
$497K -$74.1K -4,191 -13%
CAN
302
Cetera Advisor Networks
California
$497K +$34.4K +1,935 +7%
JG
303
Jefferies Group
New York
$496K
BPWA
304
Beacon Pointe Wealth Advisors
California
$496K +$61.1K +3,468 +14%
JPLA
305
Joseph P. Lucia & Associates
New York
$485K -$20.4M -1,153,779 -98%
EWM
306
Empirical Wealth Management
Washington
$483K +$221K +12,495 +84%
PL
307
Plancorp LLC
Missouri
$480K
Lido Advisors
308
Lido Advisors
California
$480K +$150K +8,400 +45%
AA
309
Ancora Advisors
Ohio
$479K -$14.4K -816 -3%
IC
310
Intersect Capital
California
$479K
ASN
311
Advisory Services Network
Georgia
$479K +$403K +22,776 +532%
BFEC
312
Benjamin F. Edwards & Company
Missouri
$478K
SFA
313
Sequoia Financial Advisors
Ohio
$471K +$44.9K +2,535 +11%
HWM
314
Highwater Wealth Management
Colorado
$470K -$15.3K -864 -3%
AMM
315
American Money Management
California
$466K -$11.8K -669 -2%
BCI
316
Brinker Capital Investments
Pennsylvania
$457K -$124K -7,011 -21%
3C
317
361 Capital
Colorado
$451K -$7.81K -441 -2%
SAM
318
Sawgrass Asset Management
Florida
$448K +$6.64K +375 +2%
B
319
Bailard
California
$445K +$5.3K +300 +1%
WC
320
Whitnell & Co
Illinois
$444K +$24K +1,356 +6%
EI
321
Ellevest Inc
New York
$443K +$86.3K +4,872 +24%
NFG
322
Next Financial Group
Texas
$440K +$440K +24,873 New
FMC
323
First Merchants Corp
Indiana
$436K +$150K +8,457 +52%
KWM
324
Kingsview Wealth Management
Oregon
$435K -$792K -44,748 -65%
AUB
325
Atlantic Union Bankshares
Virginia
$435K -$326K -18,465 -43%