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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 %
Bank of Montreal
426
Bank of Montreal
Ontario, Canada
$178K -$66.5K -3,753 -27%
CAL
427
Capital Analysts LLC
Pennsylvania
$176K +$47.2K +2,670 +37%
EWM
428
Executive Wealth Management
Michigan
$172K -$16.5K -933 -9%
SPIA
429
Steward Partners Investment Advisory
New York
$158K +$158K +8,964 New
LWA
430
Lenox Wealth Advisors
New York
$134K +$134K +7,575 New
PNC Financial Services Group
431
PNC Financial Services Group
Pennsylvania
$128K +$76.5K +4,305 +149%
HCM
432
Horan Capital Management
Maryland
$124K
RCG
433
Ruggie Capital Group
Florida
$115K +$105K +5,919 +1,049%
FPFS
434
First Personal Financial Services
North Carolina
$113K
BAMG
435
Brand Asset Management Group
Missouri
$112K
CCMW
436
Cypress Capital Management (Wyoming)
Wyoming
$111K
FIA
437
FNY Investment Advisers
New York
$111K +$111K +6,318 New
HI
438
Hudock Inc
Pennsylvania
$107K +$103K +5,886 +2,803%
PW
439
Price Wealth
Texas
$103K +$103K +5,820 New
SIAS
440
Shine Investment Advisory Services
Colorado
$96K
LFG
441
LifePlan Financial Group
Ohio
$96K +$37.5K +2,115 +64%
SSB
442
Sandy Spring Bank
Maryland
$95K
SIC
443
Salem Investment Counselors
North Carolina
$86K +$86K +4,881 New
JCM
444
Jacobi Capital Management
Pennsylvania
$82K +$19K +1,080 +30%
VFA
445
Valeo Financial Advisors
Indiana
$82K +$59.8K +3,393 +270%
PCP
446
Proficio Capital Partners
Massachusetts
$80K
TWA
447
TCI Wealth Advisors
Arizona
$80K +$529 +30 +0.7%
LWANC
448
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K +$62.2K +3,522 +419%
AIM
449
Anchor Investment Management
South Carolina
$74.2K +$5.31K +300 +8%
PWMG
450
Prestige Wealth Management Group
New Jersey
$73K -$4.76K -270 -6%