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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 %
RCA
476
Rowland Carmichael Advisors
Arizona
$21K
FMII
477
Farmers & Merchants Investments Inc
Nebraska
$20K
PCIA
478
Prime Capital Investment Advisors
Kansas
$20K +$20K +1,128 New
BWA
479
Burt Wealth Advisors
Maryland
$19K
SWP
480
Strategic Wealth Partners
Ohio
$18K
MSFP
481
Mark Sheptoff Financial Planning
Connecticut
$17K
SIM
482
Sonora Investment Management
Arizona
$17K +$6.49K +372 +62%
IF
483
Ironwood Financial
Arizona
$17K +$10.9K +612 +179%
PMFA
484
Plante Moran Financial Advisors
Michigan
$16K
OC
485
Oakworth Capital
Alabama
$16K
CFD
486
Creative Financial Designs
Indiana
$16K +$105 +6 +0.7%
WT
487
Whittier Trust
California
$15K
BWM
488
BerganKDV Wealth Management
Minnesota
$15K
WP
489
WealthShield Partners
North Carolina
$14K
OIA
490
Optimum Investment Advisors
Illinois
$14K
WB
491
Webster Bank
Connecticut
$14K
ESB
492
Essex Savings Bank
Connecticut
$13K
EK
493
Evensky & Katz
Florida
$13K
UWM
494
USAdvisors Wealth Management
Minnesota
$12.6K +$231 +13,059 +2%
ME
495
McIlrath & Eck
Washington
$12K
1IA
496
1834 Investment Advisors
Wisconsin
$12K +$12K +705 New
CA
497
Centerpoint Advisors
Massachusetts
$12K +$12K +705 New
JGIA
498
Jackson Grant Investment Advisers
Connecticut
$11K
GAM
499
Gemmer Asset Management
California
$11K
NDSI
500
Newman Dignan & Sheerar Inc
Rhode Island
$10.9K +$525 +29,667 +5%