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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 %
PK
426
Pflug Koory
Nebraska
$2K
JWA
427
JFS Wealth Advisors
Pennsylvania
$1K
AIS
428
Accurate Investment Solutions
Pennsylvania
$1K
FFW
429
Fusion Family Wealth
New York
$1K
CF
430
Centaurus Financial
California
$707 -$889K -49,041 -100%
FRA
431
Front Row Advisors
California
$215 +3 +0%
KM
432
Kalos Management
Georgia
-$978K -56,916 Closed
MIAN
433
Mariner Independent Advisor Network
Kansas
-$742K -45,186 Closed
Wolverine Trading
434
Wolverine Trading
Illinois
-$454K -27,768 Closed
DT
435
Diversified Trust
Tennessee
-$384K -23,364 Closed
Goldman Sachs
436
Goldman Sachs
New York
-$267K -16,248 Closed
SWMG
437
Sanchez Wealth Management Group
Florida
-$260K -15,828 Closed
FPCG
438
Fort Pitt Capital Group
Pennsylvania
-$226K -13,746 Closed
SG Americas Securities
439
SG Americas Securities
New York
-$151K -9,201 Closed
B
440
Bridgeworth
Alabama
-$116K -7,119 Closed
KCPG
441
Kavar Capital Partners Group
Kansas
-$100K -6,081 Closed
IWP
442
Icon Wealth Partners
Texas
-$84K -5,130 Closed
WT
443
Washington Trust
Rhode Island
-$15K -900 Closed
SWPG
444
Strategic Wealth Partners Group
Illinois
-$13.8K -840 Closed
CCM
445
Cribstone Capital Management
Maine
-$9K -528 Closed
RWP
446
RWA Wealth Partners
Massachusetts
-$6K -387 Closed
CFC
447
Coyle Financial Counsel
Illinois
-$5K -300 Closed
BCMIO
448
Beacon Capital Management Inc (Ohio)
Ohio
-$2K -135 Closed