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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 %
WAM
401
Wealthspire Advisors (Maryland)
Maryland
$96K +$283 +18 +0.3%
PFC
402
Phocas Financial Corp
California
$91K
WF
403
WealthTrust Fairport
Ohio
$90K +$1.36K +87 +2%
MOS
404
MGO One Seven
Ohio
$89K +$89K +5,700 New
OAM
405
Oppenheimer Asset Management
New York
$86K +$86K +5,463 New
HNB
406
Huntington National Bank
Ohio
$82K -$8K
PB
407
Pinnacle Bancorp
Nebraska
$78K +$78K +4,995 New
AIM
408
Anchor Investment Management
South Carolina
$71.9K +$61K +3,900 +563%
PCP
409
Proficio Capital Partners
Massachusetts
$70K
FANJ
410
Financial Architects (New Jersey)
New Jersey
$68K -$5.19K -330 -7%
JCM
411
Jacobi Capital Management
Pennsylvania
$61K
AF
412
Allworth Financial
California
$59K +$746 +48 +1%
EWM
413
Elmwood Wealth Management
California
$57K
DWM
414
Doyle Wealth Management
Florida
$53K +$53K +3,417 New
BlackRock
415
BlackRock
New York
$49K +$330 +21 +0.7%
GI
416
Gradient Investments
Minnesota
$46K -$28.4K -1,812 -38%
BWA
417
BDO Wealth Advisors
Florida
$45K -$8.85K -564 -16%
WEC
418
Winslow Evans & Crocker
Massachusetts
$44K
VRM
419
Vectors Research Management
New York
$38K +$38K +2,400 New
WAM
420
Watermark Asset Management
California
$33K
SIM
421
Sonora Investment Management
Arizona
$33K +$23.6K +1,500 +250%
HI
422
Hudock Inc
Pennsylvania
$29K +$7.23K +474 +33%
LIA
423
LS Investment Advisors
Michigan
$28K
AIA
424
Arcadia Investment Advisors
Idaho
$27.9K +$27.9K +1,785 New
UBS AM
425
UBS AM
Illinois
$26.3K -$1.88K -120 -7%