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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 %
BCP
351
Blue Chip Partners
Michigan
$364K
SP
352
Successful Portfolios
Florida
$358K -$72.5K -4,095 -17%
TP
353
Tranquility Partners
Tennessee
$358K +$358K +20,259 New
GGI
354
Godsey & Gibb Inc
Virginia
$357K -$69.7K -3,945 -16%
BFC
355
Bedel Financial Consulting
Indiana
$354K
CCP
356
Clarkston Capital Partners
Michigan
$352K -$25.4K -1,434 -7%
PPP
357
Private Portfolio Partners
New Jersey
$351K -$26.2K -1,479 -7%
AWM
358
Avior Wealth Management
Nebraska
$347K +$290K +16,407 +510%
WCM
359
Whitener Capital Management
North Carolina
$340K +$123K +6,960 +57%
BAC
360
Boys Arnold & Co
North Carolina
$338K
CAMG
361
CWA Asset Management Group
Florida
$335K +$46.5K +2,631 +16%
BAM
362
Belpointe Asset Management
Nevada
$335K +$335K +18,963 New
TFA
363
Toth Financial Advisory
Virginia
$333K -$41.7K -2,355 -11%
BC
364
Brio Consultants
California
$330K -$5.15K -291 -2%
SL
365
Salomon & Ludwin
Virginia
$329K
LAIC
366
Lederer & Associates Investment Counsel
California
$328K -$372 -21 -0.1%
PP
367
Patten & Patten
Tennessee
$327K
MFG
368
Merit Financial Group
Georgia
$322K -$124K -5,790 -28%
RA
369
RFG Advisory
Alabama
$321K -$45K -2,550 -12%
QAM
370
QCI Asset Management
New York
$318K
SB
371
Strategic Blueprint
Georgia
$318K +$109K +6,177 +52%
SB
372
Suntrust Banks
Georgia
$307K -$70.6K -3,984 -19%
MCM
373
Mengis Capital Management
Oregon
$305K -$7.94K -450 -3%
RG
374
Rikoon Group
New Mexico
$305K
RWA
375
River Wealth Advisors
Pennsylvania
$300K +$4.14K +234 +1%