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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 %
FMP
451
Financial Management Professionals
Texas
$10K +$5.05K +306 +102%
PGWM
452
Parisi Gray Wealth Management
New Jersey
$10K +$10K +660 New
NDSI
453
Newman Dignan & Sheerar Inc
Rhode Island
$9.17K +$8.36K +533,778 +1,024%
LFG
454
LifePlan Financial Group
Ohio
$9K
GAM
455
Gemmer Asset Management
California
$9K
JGIA
456
Jackson Grant Investment Advisers
Connecticut
$9K +$134 +9 +2%
ESB
457
Essex Savings Bank
Connecticut
$9K +$9K +606 New
Fidelity Investments
458
Fidelity Investments
Massachusetts
$8K +$7.95K +513 +17,100%
AAP
459
Arax Advisory Partners
Colorado
$7K -$17.5K -1,041 -71%
LFA
460
Legacy Financial Advisors
Kentucky
$7K
RIA
461
RPG Investment Advisory
California
$7K +$7K +420 New
FPS
462
Fieldpoint Private Securities
Connecticut
$7K +$7K +429 New
IF
463
Ironwood Financial
Arizona
$5K
AWM
464
AllSquare Wealth Management
New York
$5K
HR
465
Howe & Rusling
New York
$5K +$5K +321 New
IFAM
466
Institutional & Family Asset Management
Colorado
$4K
NWM
467
Northwest Wealth Management
Iowa
$4K
RFC
468
Regions Financial Corp
Alabama
$3K
JA
469
JOYN Advisors
Georgia
$3K
DOA
470
D'Orazio & Associates
Virginia
$3K +$1.32K +90 +79%
CA
471
Claro Advisors
Massachusetts
$3K +$3K +168 New
SIS
472
Sound Income Strategies
Florida
$3K +$3K +192 New
BWP
473
Baldwin Wealth Partners
Massachusetts
$2K
PK
474
Pflug Koory
Nebraska
$2K
WTB
475
Washington Trust Bank
Washington
$2K +$2K +129 New