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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 %
SWM
376
Segment Wealth Management
Texas
$300K +$67.4K +3,816 +29%
SW
377
SVB Wealth
Massachusetts
$299K +$299K +16,878 New
AWM
378
Apollon Wealth Management
South Carolina
$298K -$108K -6,123 -27%
FM
379
Foster & Motley
Ohio
$294K -$609K -34,377 -67%
BCMO
380
Buckingham Capital Management (Ohio)
Ohio
$293K -$28.5K -1,608 -9%
SAM
381
SignalPoint Asset Management
Missouri
$293K +$22.7K +1,284 +8%
AF
382
Alerus Financial
North Dakota
$292K
CCA
383
Cobblestone Capital Advisors
New York
$291K
RPGK
384
Retirement Planning Group (Kansas)
Kansas
$291K
DI
385
DFPG Investments
Utah
$290K +$53 +3 +0%
IIC
386
Ironwood Investment Counsel
Arizona
$290K +$81.3K +4,608 +39%
MA
387
MUFG Americas
New York
$283K +$137K +7,758 +94%
BAM
388
Barrett Asset Management
New York
$281K -$37.1K -2,100 -12%
Prudential Financial
389
Prudential Financial
New Jersey
$281K +$281K +15,900 New
SWMG
390
Sanchez Wealth Management Group
Florida
$280K
MSA
391
Marino Stram & Associates
Massachusetts
$278K -$1.49K -84 -0.5%
HWA
392
Heritage Wealth Advisors
Virginia
$270K +$270K +15,237 New
FFC
393
First Financial Corp
Indiana
$262K +$51.6K +2,910 +25%
Betterment LLC
394
Betterment LLC
New York
$260K +$28.8K +1,626 +12%
CWM
395
Confluence Wealth Management
Oregon
$257K
WCM
396
Weik Capital Management
Pennsylvania
$257K +$14.1K +795 +6%
WSTAM
397
Wilbanks Smith & Thomas Asset Management
Virginia
$254K -$34.6K -1,956 -12%
S
398
SignatureFD
Georgia
$249K -$230K -13,023 -48%
LBC
399
Lowe Brockenbrough & Co
Virginia
$249K
SWA
400
Sutton Wealth Advisors
Florida
$245K