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Schwab US Dividend Equity ETF

430 hedge funds and large institutions have $2.28B invested in Schwab US Dividend Equity ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 181 increasing their positions, 130 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+15
Holders Change %
+3.61%
% of All Funds
9.85%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.6%
New
39
Increased
181
Reduced
130
Closed
19
Calls
$1.5M
Puts
$276K
Net Calls
+$1.22M
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Shares
Change %
WB
401
Webster Bank
Connecticut
$14K
OIA
402
Optimum Investment Advisors
Illinois
$13K +$51 +3 +0.4%
AIM
403
Anchor Investment Management
South Carolina
$12.3K +$11.7K +660 +2,000%
MA
404
MCF Advisors
Kentucky
$12K -$600 -33 -5%
ME
405
McIlrath & Eck
Washington
$12K
EK
406
Evensky & Katz
Florida
$12K +$102 +6 +0.9%
SIM
407
Sonora Investment Management
Arizona
$11K
GRP
408
Global Retirement Partners
California
$11K
GAM
409
Gemmer Asset Management
California
$11K
LFG
410
LifePlan Financial Group
Ohio
$10K
JGIA
411
Jackson Grant Investment Advisers
Connecticut
$10K +$101 +6 +1%
HNB
412
Huntington National Bank
Ohio
$8K
LFA
413
Legacy Financial Advisors
Kentucky
$8K
IF
414
Ironwood Financial
Arizona
$6K
Financial Engines Advisors
415
Financial Engines Advisors
California
$6K +$6K +339 New
IFAM
416
Institutional & Family Asset Management
Colorado
$5K
AWM
417
AllSquare Wealth Management
New York
$5K
NWM
418
Northwest Wealth Management
Iowa
$5K
FMP
419
Financial Management Professionals
Texas
$5K +$5K +300 New
NFG
420
Next Financial Group
Texas
$4K +$4K +246 New
RFC
421
Regions Financial Corp
Alabama
$3K -$11.1K -645 -79%
BWP
422
Baldwin Wealth Partners
Massachusetts
$3K
JA
423
JOYN Advisors
Georgia
$3K
TIM
424
Tortoise Investment Management
New York
$2K
DOA
425
D'Orazio & Associates
Virginia
$2K