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Schwab US Dividend Equity ETF

543 hedge funds and large institutions have $3.35B invested in Schwab US Dividend Equity ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 258 increasing their positions, 150 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+22
Holders Change %
+4.22%
% of All Funds
11.93%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.1%
New
52
Increased
258
Reduced
150
Closed
27
Calls
$4.68M
Puts
$2.45M
Net Calls
+$2.23M
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Shares
Change %
PW
476
Price Wealth
Texas
$106K
SIAS
477
Shine Investment Advisory Services
Colorado
$99K
SSB
478
Sandy Spring Bank
Maryland
$98K
JCM
479
Jacobi Capital Management
Pennsylvania
$96K +$11K +600 +13%
PK
480
Pflug Koory
Nebraska
$93K +$91.1K +4,974 +4,737%
SIC
481
Salem Investment Counselors
North Carolina
$89K
VFA
482
Valeo Financial Advisors
Indiana
$86K +$1.04K +57 +1%
LWANC
483
Laurel Wealth Advisors (North Carolina)
North Carolina
$86K +$6.71K +369 +8%
RBC
484
Roble Belko & Company
Pennsylvania
$86K +$54K +2,964 +169%
CFD
485
Creative Financial Designs
Indiana
$82K +$65.8K +3,714 +406%
OAM
486
Oppenheimer Asset Management
New York
$79K +$6K +327 +8%
AF
487
Allworth Financial
California
$77K +$7.73K +426 +11%
PWMG
488
Prestige Wealth Management Group
New Jersey
$76K
PB
489
Pinnacle Bancorp
Nebraska
$73K
TWA
490
TCI Wealth Advisors
Arizona
$67K -$16.2K -885 -20%
FMP
491
Financial Management Professionals
Texas
$60K +$27.3K +1,500 +83%
HPC
492
HM Payson & Co
Maine
$50K
WEC
493
Winslow Evans & Crocker
Massachusetts
$50K
LWM
494
Liberty Wealth Management
California
$43K +$43K +2,352 New
UBS AM
495
UBS AM
Illinois
$42.8K
PO
496
Private Ocean
California
$42K +$42K +2,250 New
HNB
497
Huntington National Bank
Ohio
$38K
Simplex Trading
498
Simplex Trading
Illinois
$38K +$38K +2,130 New
ACA
499
Aptus Capital Advisors
Alabama
$37K +$37K +2,034 New
LIA
500
LS Investment Advisors
Michigan
$35K