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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 %
OC
376
Oakworth Capital
Alabama
$14K +$14K +897 New
WB
377
Webster Bank
Connecticut
$13K
OIA
378
Optimum Investment Advisors
Illinois
$12K +$12K +759 New
ME
379
McIlrath & Eck
Washington
$11K -$2.81K -177 -20%
EK
380
Evensky & Katz
Florida
$11K +$47 +3 +0.4%
HNB
381
Huntington National Bank
Ohio
$10K -$65K
GRP
382
Global Retirement Partners
California
$10K
JGIA
383
Jackson Grant Investment Advisers
Connecticut
$10K +$51 +3 +0.5%
LFG
384
LifePlan Financial Group
Ohio
$10K +$10K +585 New
SIM
385
Sonora Investment Management
Arizona
$9.81K
CCM
386
Cribstone Capital Management
Maine
$9K +$9K +528 New
QI
387
QS Investors
New York
$7K -$331 -112,845 -5%
LFA
388
Legacy Financial Advisors
Kentucky
$7K
IF
389
Ironwood Financial
Arizona
$6K +$6K +342 New
Chevy Chase Trust
390
Chevy Chase Trust
Maryland
$5K
IFAM
391
Institutional & Family Asset Management
Colorado
$5K +$5K +282 New
NWM
392
Northwest Wealth Management
Iowa
$5K +$5K +300 New
ASN
393
Advisory Services Network
Georgia
$5K +$5K +303 New
WAS
394
WESPAC Advisors SoCal
California
$4K +$4K +300 New
BWA
395
Burt Wealth Advisors
Maryland
$3K
FA
396
Fagan Associates
New York
$2.91K +$2.91K +177,993 New
DOA
397
D'Orazio & Associates
Virginia
$2K
PK
398
Pflug Koory
Nebraska
$2K
BWP
399
Baldwin Wealth Partners
Massachusetts
$2K +$2K +147 New
HA
400
Hamel Associates
New Jersey
$1.96K -$33 -2,004 -2%