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Schwab US Dividend Equity ETF

775 hedge funds and large institutions have $5.81B invested in Schwab US Dividend Equity ETF in 2020 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 352 increasing their positions, 196 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+99
Holders Change %
+14.64%
% of All Funds
13.75%
Holding in Top 10
97
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+22.78%
% of All Funds
1.72%
New
148
Increased
352
Reduced
196
Closed
35
Calls
$12.3M
Puts
$10.2M
Net Calls
+$2.07M
Net Calls Change
+$1.65M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
726
Oakworth Capital
Alabama
$19K
SFG
727
Sowa Financial Group
Rhode Island
$19K
AWM
728
Accel Wealth Management
Iowa
$18K +$18K +864 New
HR
729
Howe & Rusling
New York
$17K -$33.7K -1,542 -66%
MFT
730
Moisand Fitzgerald Tamayo
Florida
$17K
OIA
731
Optimum Investment Advisors
Illinois
$17K +$127 +6 +0.8%
SFP
732
Sterling Financial Planning
New Jersey
$17K +$17K +774 New
RCA
733
Rowland Carmichael Advisors
Arizona
$16K
Rockefeller Capital Management
734
Rockefeller Capital Management
New York
$16K +$124 +6 +0.8%
CAM
735
Costello Asset Management
Pennsylvania
$16K +$9.6K +450 +150%
APWM
736
Atlas Private Wealth Management
New York
$16K +$16K +750 New
LFG
737
Larson Financial Group
Missouri
$15K
1IA
738
1834 Investment Advisors
Wisconsin
$15K
NDSI
739
Newman Dignan & Sheerar Inc
Rhode Island
$14.7K +$13.3K +6,203,478 +926%
JGIA
740
Jackson Grant Investment Advisers
Connecticut
$14K +$130 +6 +0.9%
FPB
741
First PREMIER Bank
South Dakota
$13K
KFI
742
Key Financial Inc
Pennsylvania
$13K +$13K +597 New
AA
743
AlphaMark Advisors
Kentucky
$10K -$1.33K -60 -12%
IAS
744
IMA Advisory Services
Colorado
$9K -$650K -31,203 -99%
RIA
745
RPG Investment Advisory
California
$9K
CWP
746
Concord Wealth Partners
Virginia
$8K +$8K +381 New
AIP
747
Ameritas Investment Partners
Nebraska
$7K
NG
748
NWK Group
California
$6K
TIM
749
Tortoise Investment Management
New York
$6K
IFAM
750
Institutional & Family Asset Management
Colorado
$6K