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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 %
GLA
326
Good Life Advisors
Pennsylvania
$433K
Cerity Partners
327
Cerity Partners
New York
$430K +$430K +24,258 New
PWM
328
Paulson Wealth Management
Illinois
$429K
BIM
329
Baldwin Investment Management
Pennsylvania
$422K
Cetera Investment Advisers
330
Cetera Investment Advisers
Illinois
$421K -$6.09K -345 -1%
BCA
331
Bay Colony Advisors
Massachusetts
$410K +$74.4K +4,200 +22%
NEPWA
332
New England Private Wealth Advisors
Massachusetts
$407K +$10K +567 +3%
OWP
333
Obermeyer Wealth Partners
Colorado
$402K +$402K +22,707 New
BCWM
334
Blue Chip Wealth Management
Florida
$401K
SA
335
Strategic Advisors
New York
$399K -$5.72K -324 -1%
Fidelity Investments
336
Fidelity Investments
Massachusetts
$398K -$9.18K -519 -2%
WCM
337
Windham Capital Management
Massachusetts
$398K
AC
338
Alley Company
Illinois
$394K +$10.1K +570 +3%
LRPA
339
L. Roy Papp & Associates
Arizona
$393K +$105K +5,940 +36%
SBH
340
Segall Bryant & Hamill
Illinois
$390K +$21.5K +1,215 +6%
HIC
341
Holderness Investments Company
North Carolina
$382K +$3.72K +210 +1%
CMBA
342
C.M. Bidwell & Associates
Hawaii
$381K +$106K +6,000 +39%
EWF
343
Epstein & White Financial
California
$378K
TIA
344
Traphagen Investment Advisors
New Jersey
$376K +$212 +12 +0.1%
CGL
345
Clarius Group LLC
Washington
$374K +$99.8K +5,649 +36%
RRWA
346
Rainey & Randall Wealth Advisors
Florida
$372K
SBIA
347
Sheaff Brock Investment Advisors
Indiana
$370K
WP
348
WMS Partners
Maryland
$369K
NFG
349
Nadler Financial Group
Illinois
$368K
CRC
350
Curi RMB Capital
Illinois
$364K -$24.3K -1,371 -6%