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Schwab US Dividend Equity ETF

665 hedge funds and large institutions have $3.95B invested in Schwab US Dividend Equity ETF in 2019 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 272 increasing their positions, 156 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+122
Holders Change %
+22.47%
% of All Funds
13.13%
Holding in Top 10
69
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+38%
% of All Funds
1.36%
New
152
Increased
272
Reduced
156
Closed
22
Calls
$4.78M
Puts
$4.2M
Net Calls
+$582K
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
601
Manchester Financial
California
$32K +$32K +1,635 New
LAS
602
Lloyd Advisory Services
Georgia
$32K +$32K +1,671 New
AAP
603
Arax Advisory Partners
Colorado
$28K +$402 +21 +1%
PCIA
604
Prime Capital Investment Advisors
Kansas
$28K +$2.77K +141 +11%
PMFA
605
Plante Moran Financial Advisors
Michigan
$27K +$7.52K +390 +39%
BCA
606
Berman Capital Advisors
Georgia
$26K +$513 +27 +2%
DI
607
Disciplined Investments
Oklahoma
$26K +$26K +1,338 New
CAC
608
Certified Advisory Corp
Florida
$25K +$177 +9 +0.7%
FA
609
Faithward Advisors
Pennsylvania
$25K +$25K +1,317 New
PA
610
Procyon Advisors
Connecticut
$24K +$24K +1,230 New
CCA
611
Column Capital Advisors
Indiana
$24K +$24K +1,260 New
RCA
612
Rowland Carmichael Advisors
Arizona
$23K
VRM
613
Vectors Research Management
New York
$23K
CFFP
614
Center for Financial Planning
Michigan
$23K +$23K +1,212 New
WC
615
Westwind Capital
New Mexico
$22K -$1.31K -69 -6%
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$22K
AA
617
Advisory Alpha
Michigan
$21K +$5.84K +300 +38%
BWA
618
Burt Wealth Advisors
Maryland
$21K
ACA
619
Aptus Capital Advisors
Alabama
$19K -$18.6K -1,005 -49%
SIM
620
Sonora Investment Management
Arizona
$19K -$17.9K -918 -48%
FCA
621
FinTrust Capital Advisors
South Carolina
$19K -$8.55K -432 -31%
MSFP
622
Mark Sheptoff Financial Planning
Connecticut
$19K
HWA
623
HCR Wealth Advisors
California
$19K +$19K +960 New
LFG
624
Larson Financial Group
Missouri
$18K -$16.1K -831 -47%
OC
625
Oakworth Capital
Alabama
$17K