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Schwab US Dividend Equity ETF

1,614 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2024 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 807 increasing their positions, 489 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+72
Holders Change %
+4.67%
% of All Funds
23.34%
Holding in Top 10
238
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+6.25%
% of All Funds
3.44%
New
158
Increased
807
Reduced
489
Closed
59
Calls
$160M
Puts
$94M
Net Calls
+$65.9M
Net Calls Change
+$4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFWA
301
Paces Ferry Wealth Advisors
Georgia
$10.5M +$945K +33,555 +10%
CFGS
302
Concourse Financial Group Securities
Alabama
$10.4M +$675K +23,949 +7%
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$10.4M +$306K +10,854 +3%
SGI
304
Summit Global Investments
Utah
$10.4M +$1.96M +69,423 +23%
RWM
305
Rezny Wealth Management
Florida
$10.3M -$274K -9,735 -3%
XF
306
XML Financial
Maryland
$10.3M +$363K +12,900 +4%
MWA
307
Merkkuri Wealth Advisors
New York
$10.2M +$616K +21,858 +6%
MF
308
Meridian Financial
Massachusetts
$10.2M +$126K +4,467 +1%
HI
309
Horizon Investments
North Carolina
$10.2M +$323K +34,380 +3%
BWA
310
BlueChip Wealth Advisors
Georgia
$10.1M +$554K +19,650 +6%
SS
311
Sunbelt Securities
Texas
$10.1M +$204K +7,239 +2%
SC
312
Scotia Capital
Ontario, Canada
$10.1M +$946K +33,573 +10%
CCG
313
Coastwise Capital Group
California
$10.1M +$479K +16,983 +5%
RMF
314
Red Mountain Financial
Colorado
$9.93M +$302K +10,701 +3%
HCP
315
Holt Capital Partners
Texas
$9.92M -$141K -5,010 -1%
UCFA
316
United Capital Financial Advisors
Texas
$9.79M -$518K -18,381 -5%
BIA
317
Bell Investment Advisors
California
$9.74M +$654K +23,226 +7%
YIA
318
YHB Investment Advisors
Connecticut
$9.7M -$17.4K -618 -0.2%
GSIAS
319
Garden State Investment Advisory Services
New Jersey
$9.68M -$134K -4,743 -1%
P
320
&Partners
Tennessee
$9.65M +$5.87M +207,708 +156%
FA
321
Fiduciary Alliance
South Carolina
$9.64M +$4.16M +147,519 +76%
SCM
322
Spreng Capital Management
Ohio
$9.62M -$217K -7,719 -2%
BEI
323
Benjamin Edwards Inc
Missouri
$9.6M +$9.6M +340,587 New
BI
324
Berkeley Inc
Idaho
$9.58M +$4.83M +171,471 +102%
VCP
325
Verus Capital Partners
Arizona
$9.46M -$782K -27,741 -8%