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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 %
RBC
426
Roble Belko & Company
Pennsylvania
$26K +$9.54K +600 +58%
AWM
427
Aevitas Wealth Management
Massachusetts
$22K +$190 +12 +0.9%
LFG
428
Larson Financial Group
Missouri
$22K +$22K +1,419 New
ASN
429
Advisory Services Network
Georgia
$21K -$286K -18,312 -93%
WC
430
Westwind Capital
New Mexico
$21K -$13.5K -849 -39%
BCA
431
Berman Capital Advisors
Georgia
$20K +$20K +1,323 New
RFA
432
Reilly Financial Advisors
California
$19K
Fifth Third Bancorp
433
Fifth Third Bancorp
Ohio
$19K
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$18K -$16K -999 -47%
RCA
435
Rowland Carmichael Advisors
Arizona
$18K
FPFS
436
First Personal Financial Services
North Carolina
$17K -$1.2K -75 -7%
BWA
437
Burt Wealth Advisors
Maryland
$17K +$95 +6 +0.6%
SWP
438
Strategic Wealth Partners
Ohio
$17K +$1.2K +75 +8%
MSFP
439
Mark Sheptoff Financial Planning
Connecticut
$15K
WT
440
Whittier Trust
California
$14K
OC
441
Oakworth Capital
Alabama
$14K
CFD
442
Creative Financial Designs
Indiana
$14K +$93 +6 +0.7%
BWM
443
BerganKDV Wealth Management
Minnesota
$13K +$139 +9 +1%
LWANC
444
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K +$13K +840 New
SIAG
445
Signet Investment Advisory Group
Rhode Island
$13K +$13K +891 New
WB
446
Webster Bank
Connecticut
$12K
OIA
447
Optimum Investment Advisors
Illinois
$12K +$94 +6 +0.8%
ME
448
McIlrath & Eck
Washington
$11K
EK
449
Evensky & Katz
Florida
$11K +$47 +3 +0.4%
GRP
450
Global Retirement Partners
California
$10K