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Schwab US Dividend Equity ETF

415 hedge funds and large institutions have $1.98B invested in Schwab US Dividend Equity ETF in 2018 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 161 increasing their positions, 130 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
415
Holders Change
+8
Holders Change %
+1.97%
% of All Funds
9.51%
Holding in Top 10
28
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.65%
% of All Funds
0.64%
New
41
Increased
161
Reduced
130
Closed
31
Calls
$2.22M
Puts
$846K
Net Calls
+$1.38M
Net Calls Change
+$423K
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
326
SG Americas Securities
New York
$151K +$151K +9,201 New
MA
327
MUFG Americas
New York
$148K
PNC Financial Services Group
328
PNC Financial Services Group
Pennsylvania
$141K +$5.2K +318 +4%
WWM
329
Wagner Wealth Management
South Carolina
$127K -$6.97K -423 -5%
HCM
330
Horan Capital Management
Maryland
$121K
SSB
331
Sandy Spring Bank
Maryland
$118K +$30K +1,830 +34%
B
332
Bridgeworth
Alabama
$116K +$116K +7,119 New
CPIG
333
Chicago Partners Investment Group
Illinois
$115K
MSA
334
Marino Stram & Associates
Massachusetts
$114K -$7.97K -483 -7%
MWM
335
MinichMacGregor Wealth Management
New York
$109K
FHA
336
First Horizon Advisors
Tennessee
$109K +$109K +6,633 New
KCPG
337
Kavar Capital Partners Group
Kansas
$100K
WAM
338
Wealthspire Advisors (Maryland)
Maryland
$97K -$28.7K -1,743 -23%
WF
339
WealthTrust Fairport
Ohio
$92K
SIAS
340
Shine Investment Advisory Services
Colorado
$89K -$1.19K -72 -1%
IWP
341
Icon Wealth Partners
Texas
$84K +$84K +5,130 New
TWA
342
TCI Wealth Advisors
Arizona
$78K +$4.44K +270 +6%
FANJ
343
Financial Architects (New Jersey)
New Jersey
$76K -$33.5K -2,040 -31%
PCP
344
Proficio Capital Partners
Massachusetts
$74K
SPIA
345
Steward Partners Investment Advisory
New York
$65K +$65K +3,939 New
JCM
346
Jacobi Capital Management
Pennsylvania
$64K
AF
347
Allworth Financial
California
$61K -$179K -10,905 -75%
EWM
348
Elmwood Wealth Management
California
$60.3K
HDIM
349
Hanson & Doremus Investment Management
Vermont
$60K
BWA
350
BDO Wealth Advisors
Florida
$56K +$56K +3,432 New