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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 %
EK
526
Evensky & Katz
Florida
$13K
1IA
527
1834 Investment Advisors
Wisconsin
$13K
EWM
528
Elmwood Wealth Management
California
$12K -$36.7K -2,064 -75%
GAM
529
Gemmer Asset Management
California
$11K
JGIA
530
Jackson Grant Investment Advisers
Connecticut
$11K +$108 +6 +1%
RIA
531
RPG Investment Advisory
California
$8K
William Blair & Company
532
William Blair & Company
Illinois
$7K
SWM
533
Selective Wealth Management
Virginia
$7K +$7K +360 New
AIP
534
Ameritas Investment Partners
Nebraska
$6K
QCMC
535
Quantum Capital Management (California)
California
$6K +$6K +303 New
IFAM
536
Institutional & Family Asset Management
Colorado
$5K
SIS
537
Sound Income Strategies
Florida
$4K
AssetMark Inc
538
AssetMark Inc
California
$4K +$4K +219 New
NCM
539
Next Capital Management
New York
$3K
BWP
540
Baldwin Wealth Partners
Massachusetts
$3K
GWS
541
Glassman Wealth Services
Virginia
$2K -$2K -126 -50%
TIM
542
Tortoise Investment Management
New York
$2K
WOC
543
West Oak Capital
California
$1K
JWA
544
JFS Wealth Advisors
Pennsylvania
$1K
AIS
545
Accurate Investment Solutions
Pennsylvania
$1K
NC
546
NewSquare Capital
Pennsylvania
$1K +$1K +33 New
GT
547
Glenmede Trust
Pennsylvania
$44 -$1 -69 -3%
SWP
548
Strategic Wealth Partners
Ohio
$19
FTS
549
Fifth Third Securities
Ohio
-$1.66M -92,979 Closed
LNC
550
Lincoln National Corp
Pennsylvania
-$773K -43,674 Closed