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Schwab US Dividend Equity ETF

646 hedge funds and large institutions have $3.72B invested in Schwab US Dividend Equity ETF in 2020 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 255 increasing their positions, 230 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
646
Holders Change
+2
Holders Change %
+0.31%
% of All Funds
13.28%
Holding in Top 10
76
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.11%
% of All Funds
1.56%
New
72
Increased
255
Reduced
230
Closed
67
Calls
$8.83M
Puts
$4.99M
Net Calls
+$3.85M
Net Calls Change
+$6.07M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
576
Procyon Advisors
Connecticut
$46K +$16K +930 +53%
BWL
577
Bogart Wealth LLC
Virginia
$45K -$822K -47,889 -95%
PIP
578
Peachtree Investment Partners
Florida
$43K +$364 +21 +0.9%
FCA
579
FinTrust Capital Advisors
South Carolina
$43K +$26.1K +1,506 +155%
RIM
580
Rockbridge Investment Management
New York
$40K +$40K +2,340 New
RBC
581
Roble Belko & Company
Pennsylvania
$37K -$24.6K -1,431 -40%
WOC
582
West Oak Capital
California
$37K +$36.3K +2,100 +5,385%
LIA
583
LS Investment Advisors
Michigan
$33K
HPC
584
HM Payson & Co
Maine
$32K
BlackRock
585
BlackRock
New York
$32K +$670 +39 +2%
EP
586
Eudaimonia Partners
Tennessee
$31K
TF
587
Tompkins Financial
New York
$31K +$31K +1,800 New
TC
588
Trust Company
Kansas
$30K +$30K +1,746 New
MF
589
Manchester Financial
California
$29K +$630 +36 +2%
HIA
590
Harbor Investment Advisory
Maryland
$28K
CFD
591
Creative Financial Designs
Indiana
$28K +$260 +15 +0.9%
GCM
592
Gables Capital Management
Florida
$26K
HNB
593
Huntington National Bank
Ohio
$25K -$12K
BCA
594
Berman Capital Advisors
Georgia
$24K +$207 +12 +0.9%
PWM
595
Provident Wealth Management
Tennessee
$24K +$24K +1,377 New
CCA
596
Column Capital Advisors
Indiana
$23K +$750 +45 +3%
CAC
597
Certified Advisory Corp
Florida
$22K +$204 +12 +0.9%
CFFP
598
Center for Financial Planning
Michigan
$21K
WC
599
Westwind Capital
New Mexico
$20K
AW
600
Avion Wealth
Texas
$20K