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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 %
BCA
326
Bay Colony Advisors
Massachusetts
$296K +$42.7K +2,727 +17%
BC
327
Brio Consultants
California
$295K +$295K +18,819 New
BPA
328
Beacon Pointe Advisors
California
$295K +$295K +18,891 New
SP
329
Successful Portfolios
Florida
$293K -$54.3K -3,468 -16%
HIC
330
Holderness Investments Company
North Carolina
$292K +$35.9K +2,295 +14%
SL
331
Salomon & Ludwin
Virginia
$291K +$291K +18,582 New
WS
332
Wedbush Securities
California
$287K +$68.7K +4,380 +31%
LAIC
333
Lederer & Associates Investment Counsel
California
$286K +$659 +42 +0.2%
WP
334
WMS Partners
Maryland
$286K +$4.74K +303 +2%
BFC
335
Bedel Financial Consulting
Indiana
$285K
BAM
336
Barrett Asset Management
New York
$282K -$65.8K -4,200 -19%
SGCA
337
Steel Grove Capital Advisors
Tennessee
$282K -$44K -2,805 -13%
QAM
338
QCI Asset Management
New York
$282K +$282K +18,000 New
US Bancorp
339
US Bancorp
Minnesota
$280K
MCM
340
Mengis Capital Management
Oregon
$278K -$28.9K -1,845 -9%
RPGK
341
Retirement Planning Group (Kansas)
Kansas
$275K
CRC
342
Curi RMB Capital
Illinois
$273K +$2.91K +186 +1%
BCMO
343
Buckingham Capital Management (Ohio)
Ohio
$272K -$38K -2,430 -12%
PP
344
Patten & Patten
Tennessee
$271K
NEPWA
345
New England Private Wealth Advisors
Massachusetts
$270K +$270K +17,286 New
RG
346
Rikoon Group
New Mexico
$268K +$6.86K +438 +3%
BAM
347
Belpointe Asset Management
Nevada
$264K -$49.6K -3,171 -16%
FHC
348
First Heartland Consultants
Missouri
$260K +$260K +16,635 New
AF
349
Alerus Financial
North Dakota
$258K
MA
350
MCF Advisors
Kentucky
$258K +$248K +15,786 +2,392%