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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 %
ZB
626
Zions Bancorporation
Utah
$7K
RIA
627
RPG Investment Advisory
California
$7K
TL
628
TrueWealth LLC
Georgia
$5K -$535K -32,736 -99%
IFAM
629
Institutional & Family Asset Management
Colorado
$5K
LB
630
Legacy Bridge
Iowa
$5K
NG
631
NWK Group
California
$5K
QCMC
632
Quantum Capital Management (California)
California
$5K
AIP
633
Ameritas Investment Partners
Nebraska
$5K
SCA
634
Stonebridge Capital Advisors
Minnesota
$5K +$5K +261 New
Bessemer Group
635
Bessemer Group
New Jersey
$5K +$5K +300 New
MA
636
MCF Advisors
Kentucky
$4K -$80.3K -5,001 -95%
IWP
637
IAG Wealth Partners
Wisconsin
$4K
LAS
638
Lloyd Advisory Services
Georgia
$3K -$542K -34,689 -99%
SIS
639
Sound Income Strategies
Florida
$3K
BWP
640
Baldwin Wealth Partners
Massachusetts
$3K
DOA
641
D'Orazio & Associates
Virginia
$2K -$95.6K -5,733 -98%
PO
642
Private Ocean
California
$2K -$28K -2,100 -93%
TIM
643
Tortoise Investment Management
New York
$2K
EK
644
Evensky & Katz
Florida
$1K
JWA
645
JFS Wealth Advisors
Pennsylvania
$1K
DTIM
646
Danda Trouve Investment Management
Kansas
$1K
NC
647
NewSquare Capital
Pennsylvania
$1K
JG
648
Jefferies Group
New York
$443 -$71 -4,116 -14%
AllianceBernstein
649
AllianceBernstein
Tennessee
-$66.1M -4,407,816 Closed
CM
650
Columbus Macro
Pennsylvania
-$4.39M -292,530 Closed