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Schwab US Dividend Equity ETF

407 hedge funds and large institutions have $1.92B invested in Schwab US Dividend Equity ETF in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
407
Holders Change
+14
Holders Change %
+3.56%
% of All Funds
9.34%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.78%
New
53
Increased
182
Reduced
117
Closed
36
Calls
$2.02M
Puts
$1.06M
Net Calls
+$952K
Net Calls Change
+$353K
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$125K +$344 +21 +0.3%
MSA
327
Marino Stram & Associates
Massachusetts
$121K +$638 +39 +0.5%
HCM
328
Horan Capital Management
Maryland
$120K -$244 -15 -0.2%
MOS
329
MGO One Seven
Ohio
$118K +$49.2K +3,000 +71%
CPIG
330
Chicago Partners Investment Group
Illinois
$114K
FANJ
331
Financial Architects (New Jersey)
New Jersey
$109K -$19.3K -1,179 -15%
MWM
332
MinichMacGregor Wealth Management
New York
$109K
JA
333
JOYN Advisors
Georgia
$106K +$106K +6,510 New
KCPG
334
Kavar Capital Partners Group
Kansas
$99K +$99K +6,081 New
MA
335
MCF Advisors
Kentucky
$96K -$197 -12 -0.2%
WF
336
WealthTrust Fairport
Ohio
$92K +$92K +5,613 New
SIAS
337
Shine Investment Advisory Services
Colorado
$89K -$70.3K -4,323 -44%
SSB
338
Sandy Spring Bank
Maryland
$88K +$27K +1,653 +44%
WAM
339
Watermark Asset Management
California
$80K -$6.46K -396 -7%
DWM
340
Destination Wealth Management
California
$77K +$77K +3,000 New
PCP
341
Proficio Capital Partners
Massachusetts
$74K -$14.6K -885 -16%
TWA
342
TCI Wealth Advisors
Arizona
$73K +$54.9K +3,363 +303%
IWM
343
IHT Wealth Management
Illinois
$65K
JCM
344
Jacobi Capital Management
Pennsylvania
$62K +$6.25K +390 +11%
HDIM
345
Hanson & Doremus Investment Management
Vermont
$60K
EWM
346
Elmwood Wealth Management
California
$60K +$60K +3,669 New
PMFA
347
Plante Moran Financial Advisors
Michigan
$53K
BlackRock
348
BlackRock
New York
$48K -$6.79K -411 -12%
GI
349
Gradient Investments
Minnesota
$47K +$5.1K +315 +12%
PWM
350
Perigon Wealth Management
California
$47K +$42.4K +2,571 +922%