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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 %
SIM
501
Sonora Investment Management
Arizona
$35K +$17K +918 +94%
LFG
502
Larson Financial Group
Missouri
$32K +$5.4K +297 +20%
BlackRock
503
BlackRock
New York
$31K -$1.1K -60 -3%
AAP
504
Arax Advisory Partners
Colorado
$26K +$162 +9 +0.6%
FCA
505
FinTrust Capital Advisors
South Carolina
$25K +$216 +12 +0.9%
BCA
506
Berman Capital Advisors
Georgia
$24K +$161 +9 +0.7%
CAC
507
Certified Advisory Corp
Florida
$23K +$383 +21 +2%
PCIA
508
Prime Capital Investment Advisors
Kansas
$23K +$2.79K +156 +14%
RFA
509
Reilly Financial Advisors
California
$22K -$24.8K -1,350 -53%
WC
510
Westwind Capital
New Mexico
$22K -$19.7K -1,101 -47%
VRM
511
Vectors Research Management
New York
$22K
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$21K
RCA
513
Rowland Carmichael Advisors
Arizona
$21K
BWA
514
Burt Wealth Advisors
Maryland
$20K
MSFP
515
Mark Sheptoff Financial Planning
Connecticut
$18K
PMFA
516
Plante Moran Financial Advisors
Michigan
$18K +$1.6K +90 +10%
OC
517
Oakworth Capital
Alabama
$16K
WT
518
Whittier Trust
California
$16K
BWM
519
BerganKDV Wealth Management
Minnesota
$16K +$56 +3 +0.4%
WB
520
Webster Bank
Connecticut
$15K
IF
521
Ironwood Financial
Arizona
$14K -$3.6K -195 -20%
WP
522
WealthShield Partners
North Carolina
$14K
OIA
523
Optimum Investment Advisors
Illinois
$14K +$108 +6 +0.8%
AA
524
Advisory Alpha
Michigan
$13.9K +$13.9K +780 New
EK
525
Evensky & Katz
Florida
$13K