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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 %
FANJ
451
Financial Architects (New Jersey)
New Jersey
$73K -$3.44K -195 -4%
OAM
452
Oppenheimer Asset Management
New York
$70K -$581 -33 -0.8%
PB
453
Pinnacle Bancorp
Nebraska
$70K
DWM
454
Destination Wealth Management
California
$69K +$30K +1,710 +77%
AF
455
Allworth Financial
California
$68K -$5.35K -300 -7%
DWM
456
Doyle Wealth Management
Florida
$60K +$60K +3,417 New
RCAG
457
Rehmann Capital Advisory Group
Michigan
$48.8K +$18.2K +1,026 +59%
WEC
458
Winslow Evans & Crocker
Massachusetts
$48K -$10.7K -600 -18%
EWM
459
Elmwood Wealth Management
California
$48K
HPC
460
HM Payson & Co
Maine
$48K +$48K +2,730 New
RFA
461
Reilly Financial Advisors
California
$45K +$23.8K +1,350 +113%
UBS AM
462
UBS AM
Illinois
$41.4K +$11.8K +666 +40%
WC
463
Westwind Capital
New Mexico
$41K +$19.4K +1,101 +90%
HS
464
Horan Securities
United States
$37K +$37K +2,076 New
LIA
465
LS Investment Advisors
Michigan
$34K
FMP
466
Financial Management Professionals
Texas
$32K +$26.5K +1,491 +483%
BlackRock
467
BlackRock
New York
$31K -$29.1K -1,638 -48%
RBC
468
Roble Belko & Company
Pennsylvania
$31K +$2.12K +120 +7%
LFG
469
Larson Financial Group
Missouri
$26K +$693 +39 +3%
MF
470
Manchester Financial
California
$25K +$25K +1,431 New
AAP
471
Arax Advisory Partners
Colorado
$25K +$25K +1,434 New
FCA
472
FinTrust Capital Advisors
South Carolina
$24K
BCA
473
Berman Capital Advisors
Georgia
$23K
CAC
474
Certified Advisory Corp
Florida
$22K
RCA
475
Rowland Carmichael Advisors
Arizona
$21K