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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 %
CCA
351
Cobblestone Capital Advisors
New York
$257K
BRWA
352
B. Riley Wealth Advisors
Florida
$256K -$801 -51 -0.3%
WSTAM
353
Wilbanks Smith & Thomas Asset Management
Virginia
$255K +$1.45K +93 +0.6%
LRPA
354
L. Roy Papp & Associates
Arizona
$255K +$7.05K +450 +3%
DI
355
DFPG Investments
Utah
$255K +$255K +16,299 New
CAMG
356
CWA Asset Management Group
Florida
$254K +$3.43K +219 +1%
FMC
357
First Merchants Corp
Indiana
$248K
SWMG
358
Sanchez Wealth Management Group
Florida
$248K +$248K +15,828 New
MHS
359
M Holdings Securities
Oregon
$247K +$247K +15,768 New
CMBA
360
C.M. Bidwell & Associates
Hawaii
$243K
KA
361
Kovack Advisors
Florida
$243K +$7.9K +504 +3%
MWP
362
MYCIO Wealth Partners
Pennsylvania
$239K -$37.9K -2,424 -14%
MSA
363
Marino Stram & Associates
Massachusetts
$235K +$108K +6,885 +85%
CWM
364
Confluence Wealth Management
Oregon
$226K +$3.43K +219 +2%
WCM
365
Weik Capital Management
Pennsylvania
$223K +$223K +14,220 New
LBC
366
Lowe Brockenbrough & Co
Virginia
$220K +$25.8K +1,650 +13%
CBFP
367
Cedar Brook Financial Partners
Ohio
$218K +$218K +13,950 New
SWA
368
Sutton Wealth Advisors
Florida
$217K
NFG
369
Next Financial Group
Texas
$215K +$211K +13,473 +5,477%
SAM
370
SignalPoint Asset Management
Missouri
$213K +$15.5K +993 +8%
FPCG
371
Fort Pitt Capital Group
Pennsylvania
$213K +$213K +13,605 New
PNC Financial Services Group
372
PNC Financial Services Group
Pennsylvania
$212K
RRC
373
Relaxing Retirement Coach
Massachusetts
$210K
CWM
374
Cornerstone Wealth Management
Missouri
$209K -$10.7M -685,599 -98%
FRA
375
Front Row Advisors
California
$205K +$47 +3 +0%