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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 %
TFA
501
Transamerica Financial Advisors
Florida
$10K +$10K +555 New
FPS
502
Fieldpoint Private Securities
Connecticut
$8K
RIA
503
RPG Investment Advisory
California
$7K
MWM
504
Meridian Wealth Management
Kentucky
$6.02K +$3 +15 +0%
William Blair & Company
505
William Blair & Company
Illinois
$6K -$590 -36 -9%
AIP
506
Ameritas Investment Partners
Nebraska
$6K +$6K +375 New
TRCT
507
Tower Research Capital (TRC)
New York
$5K -$992K -57,711 -99%
IFAM
508
Institutional & Family Asset Management
Colorado
$5K
CG
509
Cutler Group
California
$5K +$5K +297 New
DOA
510
D'Orazio & Associates
Virginia
$4K
GWS
511
Glassman Wealth Services
Virginia
$4K +$4K +252 New
BWP
512
Baldwin Wealth Partners
Massachusetts
$3K
SIS
513
Sound Income Strategies
Florida
$3K
LPWM
514
Lake Point Wealth Management
Texas
$3K
PK
515
Pflug Koory
Nebraska
$2K
NCM
516
Next Capital Management
New York
$2K
TIM
517
Tortoise Investment Management
New York
$2K
RIA
518
Realta Investment Advisors
Delaware
$2K +$2K +117 New
WOC
519
West Oak Capital
California
$1K
AIS
520
Accurate Investment Solutions
Pennsylvania
$1K
JWA
521
JFS Wealth Advisors
Pennsylvania
$1K
ACP
522
Arcus Capital Partners
Georgia
$1K +$1K +75 New
ACA
523
Ackerman Capital Advisors
Texas
$930 +$5 +288 +0.6%
GT
524
Glenmede Trust
Pennsylvania
$44 +$34 +1,914 +332%
SS
525
Simplicity Solutions
Minnesota
-$3.27M -187,527 Closed