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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 %
BlackRock
351
BlackRock
New York
$50K +$2.64K +162 +6%
GI
352
Gradient Investments
Minnesota
$48K
WEC
353
Winslow Evans & Crocker
Massachusetts
$46K
DWM
354
Destination Wealth Management
California
$45K -$3.81K -234 -8%
IP
355
Intellectus Partners
California
$45K
WAM
356
Watermark Asset Management
California
$44K -$36.2K -2,214 -45%
FHA
357
Flagship Harbor Advisors
Massachusetts
$39K +$39K +2,400 New
HI
358
Hudock Inc
Pennsylvania
$35K -$236K -14,403 -87%
BRC
359
Bell Rock Capital
Delaware
$35K +$9.74K +600 +39%
LIA
360
LS Investment Advisors
Michigan
$29K
BFEC
361
Benjamin F. Edwards & Company
Missouri
$29K +$4.09K +249 +16%
CAC
362
Certified Advisory Corp
Florida
$28K +$246 +15 +0.9%
RCAG
363
Rehmann Capital Advisory Group
Michigan
$27.8K +$27.8K +1,692 New
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$26K -$161K -9,858 -86%
SWMG
365
Signature Wealth Management Group
Georgia
$25K
AWM
366
Aevitas Wealth Management
Massachusetts
$23K +$201 +12 +0.9%
RCA
367
Rowland Carmichael Advisors
Arizona
$21K +$1.26K +75 +6%
RFA
368
Reilly Financial Advisors
California
$20K
FPFS
369
First Personal Financial Services
North Carolina
$19K
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$18K +$18K +1,125 New
RBC
371
Roble Belko & Company
Pennsylvania
$17K
MSFP
372
Mark Sheptoff Financial Planning
Connecticut
$16K
SWP
373
Strategic Wealth Partners
Ohio
$16K
PWAG
374
Polaris Wealth Advisory Group
California
$15K -$3.75K -222 -20%
OC
375
Oakworth Capital
Alabama
$15K