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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 %
FMII
601
Farmers & Merchants Investments Inc
Nebraska
$19K
CG
602
Cutler Group
California
$18K +$14.9K +900 +484%
FA
603
Financial Advantage
Maryland
$18K +$18K +1,077 New
FP
604
Financial Perspectives
Minnesota
$17.9K +$2.85K +165 +19%
SIM
605
Sonora Investment Management
Arizona
$17K -$10.5K -600 -38%
MSFP
606
Mark Sheptoff Financial Planning
Connecticut
$17K
ACA
607
Aptus Capital Advisors
Alabama
$17K
PMFA
608
Plante Moran Financial Advisors
Michigan
$17K +$159 +9 +0.9%
HWA
609
HCR Wealth Advisors
California
$17K +$515 +30 +3%
LFG
610
Larson Financial Group
Missouri
$15K -$84.6K -4,806 -85%
WT
611
Whittier Trust
California
$15K
WT
612
Washington Trust
Rhode Island
$15K
OC
613
Oakworth Capital
Alabama
$15K
SFG
614
Sowa Financial Group
Rhode Island
$15K
TFA
615
Toth Financial Advisory
Virginia
$15K +$12.9K +753 +628%
OIA
616
Optimum Investment Advisors
Illinois
$14K +$53 +3 +0.4%
RCA
617
Rowland Carmichael Advisors
Arizona
$13K -$6.86K -405 -35%
WB
618
West Bancorporation
Iowa
$13K
Rockefeller Capital Management
619
Rockefeller Capital Management
New York
$13K +$153 +9 +1%
1IA
620
1834 Investment Advisors
Wisconsin
$12K
JGIA
621
Jackson Grant Investment Advisers
Connecticut
$11K +$104 +6 +1%
FWM
622
Filbrandt Wealth Management
Wisconsin
$11K +$11K +624 New
BFIM
623
Beese Fulmer Investment Management
Ohio
$9K +$9K +531 New
AWA
624
Arkadios Wealth Advisors
Georgia
$7.8K
FA
625
Faithward Advisors
Pennsylvania
$7K -$15.1K -900 -68%