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Schwab US Dividend Equity ETF

1,542 hedge funds and large institutions have $20.4B invested in Schwab US Dividend Equity ETF in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 660 increasing their positions, 549 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,542
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.43%
Holding in Top 10
224
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.03%
% of All Funds
3.26%
New
105
Increased
660
Reduced
549
Closed
98
Calls
$116M
Puts
$54M
Net Calls
+$61.9M
Net Calls Change
-$38.6M
Name Holding Trade Value Shares
Change
Shares
Change %
ES
926
ETF Store
Kansas
$798K -$96.7K -3,732 -11%
HP
927
Holistic Planning
Texas
$796K
CFP
928
Cascade Financial Partners
California
$794K
DFG
929
Demars Financial Group
Washington
$792K +$622 +24 +0.1%
VFA
930
Valeo Financial Advisors
Indiana
$790K +$16.5K +636 +2%
C
931
Certuity
Florida
$789K -$24.2K -933 -3%
SA
932
Sunesis Advisors
Kansas
$788K
WA
933
Wealth Alliance
New York
$788K +$5.83K +225 +0.7%
WOSD
934
WFA of San Diego
California
$786K +$786K +30,321 New
ACM
935
Advance Capital Management
Michigan
$786K -$56K -2,160 -7%
CBC
936
Coombe, Bender & Co
New York
$782K -$5.29K -204 -0.7%
RWM
937
Rench Wealth Management
Texas
$782K -$28.5K -1,101 -4%
SAM
938
SignalPoint Asset Management
Missouri
$782K +$16.8K +648 +2%
HT
939
Heritage Trust
Oklahoma
$778K
BCM
940
Brasada Capital Management
Texas
$776K
AFO
941
Allie Family Office
Florida
$776K +$2.96K +114 +0.4%
OPWM
942
Oxinas Partners Wealth Management
Indiana
$773K +$352K +13,587 +84%
LWM
943
Lyell Wealth Management
California
$773K -$70.8K -2,730 -8%
BAM
944
Bellevue Asset Management
Washington
$768K +$2.57K +99 +0.3%
SPWM
945
Schrum Private Wealth Management
Florida
$765K -$102K -3,939 -12%
LC
946
Landaas & Company
Wisconsin
$765K
GWM
947
Greenhouse Wealth Management
Connecticut
$760K
GWSG
948
GPS Wealth Strategies Group
Colorado
$758K +$76.8K +2,964 +11%
RPGK
949
Retirement Planning Group (Kansas)
Kansas
$758K +$173K +6,657 +29%
LBC
950
Lowe Brockenbrough & Co
Virginia
$758K