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Schwab US Dividend Equity ETF

676 hedge funds and large institutions have $4.27B invested in Schwab US Dividend Equity ETF in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 297 increasing their positions, 216 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
+30
Holders Change %
+4.64%
% of All Funds
13.68%
Holding in Top 10
79
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.95%
% of All Funds
1.6%
New
74
Increased
297
Reduced
216
Closed
34
Calls
$11.8M
Puts
$11.4M
Net Calls
+$413K
Net Calls Change
-$3.43M
Name Holding Trade Value Shares
Change
Shares
Change %
PIP
601
Peachtree Investment Partners
Florida
$45K -$944 -51 -2%
RIM
602
Rockbridge Investment Management
New York
$43K
WT
603
Washington Trust
Rhode Island
$43K +$26.2K +1,410 +157%
HR
604
Howe & Rusling
New York
$43K +$43K +2,319 New
VCM
605
Vigilant Capital Management
Maine
$38K +$38K +2,061 New
BWL
606
Bogart Wealth LLC
Virginia
$36K -$11.2K -624 -24%
RBC
607
Roble Belko & Company
Pennsylvania
$36K -$3.47K -189 -9%
PMFA
608
Plante Moran Financial Advisors
Michigan
$35K +$17.3K +939 +98%
HPC
609
HM Payson & Co
Maine
$34K
HNB
610
Huntington National Bank
Ohio
$33K -$25K
EP
611
Eudaimonia Partners
Tennessee
$33K
MF
612
Manchester Financial
California
$32K +$1.49K +81 +5%
BlackRock
613
BlackRock
New York
$31K -$3.5K -189 -10%
HIA
614
Harbor Investment Advisory
Maryland
$30K
Simplex Trading
615
Simplex Trading
Illinois
$29K +$29K +1,611 New
FP
616
Financial Perspectives
Minnesota
$28.3K +$9.13K +495 +48%
GCM
617
Gables Capital Management
Florida
$28K
CCA
618
Column Capital Advisors
Indiana
$28K +$2.75K +150 +11%
PWM
619
Provident Wealth Management
Tennessee
$25K
BCA
620
Berman Capital Advisors
Georgia
$25K +$214 +12 +0.9%
CFFP
621
Center for Financial Planning
Michigan
$22K
TFA
622
Toth Financial Advisory
Virginia
$22K +$5.63K +300 +34%
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$21K
WC
624
Westwind Capital
New Mexico
$21K
AW
625
Avion Wealth
Texas
$21K