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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 %
FCAG
351
First Capital Advisors Group
New Jersey
$46K +$46K +2,814 New
IP
352
Intellectus Partners
California
$45K
WEC
353
Winslow Evans & Crocker
Massachusetts
$44.1K
MCWS
354
McKinley Carter Wealth Services
West Virginia
$39K +$39K +2,409 New
AssetMark Inc
355
AssetMark Inc
California
$34K -$16.8K -1,032 -33%
LIA
356
LS Investment Advisors
Michigan
$29K
CAC
357
Certified Advisory Corp
Florida
$27K +$957 +60 +4%
Simplex Trading
358
Simplex Trading
Illinois
$27K +$27K +1,695 New
SWPG
359
Strategic Wealth Partners Group
Illinois
$25.6K +$25.6K +1,566 New
SWMG
360
Signature Wealth Management Group
Georgia
$25K
BRC
361
Bell Rock Capital
Delaware
$25K
BFEC
362
Benjamin F. Edwards & Company
Missouri
$25K +$7.56K +459 +43%
William Blair & Company
363
William Blair & Company
Illinois
$24K +$24K +1,440 New
AWM
364
Aevitas Wealth Management
Massachusetts
$22K +$97 +6 +0.4%
RFA
365
Reilly Financial Advisors
California
$20K
RCA
366
Rowland Carmichael Advisors
Arizona
$19K -$5.98K -369 -24%
FPFS
367
First Personal Financial Services
North Carolina
$19K
PWAG
368
Polaris Wealth Advisory Group
California
$18K +$18K +1,110 New
RBC
369
Roble Belko & Company
Pennsylvania
$17K
MSFP
370
Mark Sheptoff Financial Planning
Connecticut
$16K
SWP
371
Strategic Wealth Partners
Ohio
$16K
Deutsche Bank
372
Deutsche Bank
Germany
$16K +$16K +1,017 New
ST
373
Sageworth Trust
Pennsylvania
$15K
WT
374
Whittier Trust
California
$14K
ACM
375
Armbruster Capital Management
New York
$14K +$2.7K +165 +24%