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Schwab US Dividend Equity ETF

482 hedge funds and large institutions have $2.26B invested in Schwab US Dividend Equity ETF in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 200 increasing their positions, 124 reducing their positions, and 42 closing their positions.

Holders
482
Holders Change
+52
Holders Change %
+12.09%
% of All Funds
10.76%
Holding in Top 10
40
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+53.85%
% of All Funds
0.89%
New
100
Increased
200
Reduced
124
Closed
42
Calls
$2.01M
Puts
$951K
Net Calls
+$1.06M
Net Calls Change
-$163K
Name Market Value Shares Shares
Change
Shares
Change %
SFM
51
Signature Financial Management
Virginia
$6.75M 431,316 -189,486 -31%
CCP
52
Cardan Capital Partners
Colorado
$6.74M 430,203 +7,770 +2%
BC
53
Barnett & Company
Tennessee
$6.67M 425,697 +13,455 +3%
TF
54
TimeScale Financial
Massachusetts
$6.6M 421,620 +421,620 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$6.59M 421,053 -1,998 -0.5%
FNC
56
First National Corp
Massachusetts
$6.57M 419,382 +419,382 New
AWM
57
Apollon Wealth Management
South Carolina
$6.52M 392,829 +392,829 New
CWM
58
CCG Wealth Management
California
$6.51M 415,989 +415,989 New
SWM
59
SVA Wealth Management
Wisconsin
$6.44M 411,531 +3,147 +0.8%
WP
60
WealthPLAN Partners
Nebraska
$6.33M 366,891 +102,117 +39%
CMP
61
Courage Miller Partners
Virginia
$6.19M 395,292 +4,644 +1%
HighTower Advisors
62
HighTower Advisors
Illinois
$6.07M 388,221 -66,336 -15%
LFS
63
Legacy Financial Strategies
Kansas
$5.75M 367,542 +367,542 New
MNG
64
Manning & Napier Group
New York
FCAS
65
First Command Advisory Services
Texas
$5.57M 354,039 +35,829 +11%
RIA
66
Regal Investment Advisors
Michigan
$5.54M 353,565 +1,506 +0.4%
AWMG
67
Alliance Wealth Management Group
New Jersey
$5.35M 341,538 -12,798 -4%
TCM
68
Towercrest Capital Management
Pennsylvania
$5.35M 341,538 -12,798 -4%
DP
69
Denver PWM
Colorado
$5.23M 311,727 +1,488 +0.5%
UCFA
70
United Capital Financial Advisors
Texas
$5.22M 333,255 -145,830 -30%
VNA
71
Valley National Advisers
Pennsylvania
$5.16M 329,367 +36,219 +12%
DBRC
72
D.B. Root & Company
Pennsylvania
$4.94M 315,492 +10,596 +3%
KBFS
73
Kohmann Bosshard Financial Services
Ohio
$4.89M 312,603 +18,717 +6%
LPT
74
Legacy Private Trust
Wisconsin
$4.72M 301,443 -4,170 -1%
KIA
75
KCM Investment Advisors
California
$4.67M 298,467 -6,369 -2%