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Schwab US Dividend Equity ETF

543 hedge funds and large institutions have $3.35B invested in Schwab US Dividend Equity ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 258 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+22
Holders Change %
+4.22%
% of All Funds
11.93%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.1%
New
52
Increased
258
Reduced
150
Closed
27
Calls
$4.68M
Puts
$2.45M
Net Calls
+$2.23M
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
326
Sawgrass Asset Management
Florida
$492K +$29.6K +1,620 +6%
ASN
327
Advisory Services Network
Georgia
$479K
BAM
328
Belpointe Asset Management
Nevada
$473K +$127K +6,954 +37%
NFG
329
Next Financial Group
Texas
$472K +$18.1K +993 +4%
BCI
330
Brinker Capital Investments
Pennsylvania
$465K -$6.24K -342 -1%
PWA
331
Physician Wealth Advisors
Utah
$463K +$463K +24,393 New
B
332
Bailard
California
$460K
WC
333
Whitnell & Co
Illinois
$460K +$1.21K +66 +0.3%
AMM
334
American Money Management
California
$457K -$24.3K -1,329 -5%
CBA
335
Coastal Bridge Advisors
Connecticut
$449K -$80.3K -4,398 -15%
BPA
336
Beacon Pointe Advisors
California
$448K -$97.7K -5,325 -18%
IA
337
IFG Advisory
Georgia
$448K +$448K +24,558 New
KWM
338
Kingsview Wealth Management
Oregon
$443K -$6.14K -336 -1%
CW
339
CreativeOne Wealth
Kansas
$442K -$107K -5,874 -20%
BCWM
340
Blue Chip Wealth Management
Florida
$442K +$29.1K +1,593 +7%
SA
341
Strategic Advisors
New York
$441K +$28.1K +1,539 +7%
GLA
342
Good Life Advisors
Pennsylvania
$439K -$9.36K -510 -2%
BIM
343
Baldwin Investment Management
Pennsylvania
$436K
CGL
344
Clarius Group LLC
Washington
$436K +$49.7K +2,724 +13%
3C
345
361 Capital
Colorado
$434K -$30.8K -1,689 -7%
EI
346
Ellevest Inc
New York
$434K -$22.9K -1,254 -5%
WANY
347
Wealthspire Advisors (New York)
New York
$434K +$434K +23,793 New
Fidelity Investments
348
Fidelity Investments
Massachusetts
$428K +$17.5K +957 +4%
BCA
349
Bay Colony Advisors
Massachusetts
$427K +$3.95K +216 +0.9%
KFGK
350
Keystone Financial Group (Kentucky)
Kentucky
$426K -$200K -10,932 -32%