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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 %
NCM
476
Next Capital Management
New York
$2K +$2K +141 New
JWA
477
JFS Wealth Advisors
Pennsylvania
$1K
TIM
478
Tortoise Investment Management
New York
$1K
AIS
479
Accurate Investment Solutions
Pennsylvania
$1K
HH
480
HWG Holdings
Texas
$1K +$1K +63 New
ACA
481
Ackerman Capital Advisors
Texas
$839 +$839 +53,592 New
WA
482
WBH Advisory
Maryland
$784 +$359 +22,917 +84%
CF
483
Centaurus Financial
California
$9 +$9 +1,218 +3,123%
GT
484
Glenmede Trust
Pennsylvania
$7 +$7 +507 New
QI
485
QS Investors
New York
-$15.3M -865,257 Closed
Koshinski Asset Management
486
Koshinski Asset Management
Illinois
-$5.22M -295,356 Closed
QAM
487
Q3 Asset Management
Michigan
-$4.37M -247,005 Closed
AIM
488
Arcadia Investment Management
Michigan
-$3.15M -178,140 Closed
Citadel Advisors
489
Citadel Advisors
Florida
-$1.8M -101,928 Closed
FTS
490
Fifth Third Securities
Ohio
-$1.44M -81,288 Closed
LNB
491
Ledyard National Bank
-$1.26M -71,400 Closed
LNC
492
Lincoln National Corp
Pennsylvania
-$928K -52,539 Closed
Manulife (Manufacturers Life Insurance)
493
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$595K -33,693 Closed
VF
494
Virtu Financial
New York
-$585K -33,129 Closed
GFPC
495
Global Financial Private Capital
Florida
-$566K -32,052 Closed
CGL
496
Clarius Group LLC
Washington
-$462K -26,124 Closed
TFS
497
TrustCore Financial Services
Tennessee
-$446K -25,257 Closed
FA
498
FDx Advisors
Illinois
-$425K -24,042 Closed
SCA
499
Stokes Capital Advisors
South Carolina
-$304K -17,196 Closed
KJWM
500
Kiley Juergens Wealth Management
Washington
-$286K -16,194 Closed