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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 %
ACM
376
Allred Capital Management
Texas
$205K +$205K +13,137 New
CC
377
Cognios Capital
Kansas
$204K -$20.8K -1,335 -9%
NSAM
378
North Star Asset Management
Wisconsin
$202K
RCG
379
Ruggie Capital Group
Florida
$197K -$112K -7,125 -36%
IWA
380
Intercontinental Wealth Advisors
Texas
$197K +$197K +12,600 New
EWM
381
Executive Wealth Management
Michigan
$195K +$195K +12,432 New
FHA
382
Flagship Harbor Advisors
Massachusetts
$193K +$155K +9,936 +414%
FHA
383
First Horizon Advisors
Tennessee
$189K -$47 -3 -0%
FFC
384
First Financial Corp
Indiana
$186K
BFEC
385
Benjamin F. Edwards & Company
Missouri
$185K +$63.3K +4,041 +52%
DAM
386
Delta Asset Management
Tennessee
$179K
WCM
387
Whitener Capital Management
North Carolina
$173K +$4.69K +300 +3%
CCM
388
Colorado Capital Management
Colorado
$171K -$6.56K -420 -4%
Bank of Montreal
389
Bank of Montreal
Ontario, Canada
$156K +$1.41K +90 +0.9%
PWMG
390
Prestige Wealth Management Group
New Jersey
$153K +$153K +9,768 New
MWA
391
Meridian Wealth Advisors
Texas
$151K +$151K +9,618 New
MA
392
MUFG Americas
New York
$129K -$12.3K -783 -9%
DWM
393
Destination Wealth Management
California
$125K -$25.9K -1,653 -17%
FCA
394
FinTrust Capital Advisors
South Carolina
$120K +$120K +7,689 New
SIAS
395
Shine Investment Advisory Services
Colorado
$117K +$32.7K +2,100 +39%
HCM
396
Horan Capital Management
Maryland
$110K -$5.39K -345 -5%
TWA
397
TCI Wealth Advisors
Arizona
$105K +$34.8K +2,220 +49%
SSB
398
Sandy Spring Bank
Maryland
$103K -$9.35K -600 -8%
BAMG
399
Brand Asset Management Group
Missouri
$99K
CCMW
400
Cypress Capital Management (Wyoming)
Wyoming
$98K -$805K -51,537 -89%