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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 %
RRWA
351
Rainey & Randall Wealth Advisors
Florida
$424K +$39.7K +2,172 +10%
AL
352
Aspiriant LLC
California
$422K -$347K -19,011 -45%
NL
353
NWAM LLC
Washington
$419K +$419K +22,971 New
CFMC
354
Curbstone Financial Management Corp
New Hampshire
$418K +$418K +22,890 New
OWP
355
Obermeyer Wealth Partners
Colorado
$415K
CMBA
356
C.M. Bidwell & Associates
Hawaii
$414K +$20.5K +1,122 +5%
WCM
357
Windham Capital Management
Massachusetts
$411K
NSAM
358
North Star Asset Management
Wisconsin
$411K +$174K +9,525 +73%
LRPA
359
L. Roy Papp & Associates
Arizona
$406K
TIA
360
Traphagen Investment Advisors
New Jersey
$406K +$17K +933 +4%
SBH
361
Segall Bryant & Hamill
Illinois
$403K
AC
362
Alley Company
Illinois
$399K -$7.83K -429 -2%
HIC
363
Holderness Investments Company
North Carolina
$395K +$439 +24 +0.1%
EWF
364
Epstein & White Financial
California
$395K +$5.96K +327 +2%
WP
365
WMS Partners
Maryland
$395K +$13.7K +750 +4%
BRWA
366
B. Riley Wealth Advisors
Florida
$394K -$2.94M -160,677 -88%
LAIC
367
Lederer & Associates Investment Counsel
California
$394K +$55.4K +3,033 +16%
KCM
368
Kanawha Capital Management
Virginia
$393K +$393K +21,519 New
RWA
369
River Wealth Advisors
Pennsylvania
$391K +$81.3K +4,455 +26%
WCM
370
Whitener Capital Management
North Carolina
$389K +$38.4K +2,109 +11%
AA
371
Ancora Advisors
Ohio
$385K -$109K -5,970 -22%
MAS
372
Madden Advisory Services
Florida
$383K -$349K -19,149 -48%
NFG
373
Nadler Financial Group
Illinois
$380K
NEPWA
374
New England Private Wealth Advisors
Massachusetts
$370K -$52.2K -2,850 -12%
PPP
375
Private Portfolio Partners
New Jersey
$369K +$6.14K +336 +2%