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Schwab US Dividend Equity ETF

543 hedge funds and large institutions have $3.35B invested in Schwab US Dividend Equity ETF in 2019 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 258 increasing their positions, 150 reducing their positions, and 27 closing their positions.

Holders
543
Holders Change
+22
Holders Change %
+4.22%
% of All Funds
11.93%
Holding in Top 10
50
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.04%
% of All Funds
1.1%
New
52
Increased
258
Reduced
150
Closed
27
Calls
$4.68M
Puts
$2.45M
Net Calls
+$2.23M
Net Calls Change
+$285K
Name Market Value Shares Shares
Change
Shares
Change %
VDI
76
Vaughan David Investments
Illinois
$6.48M 355,008 +37,953 +12%
LIM
77
Leavell Investment Management
Alabama
$6.32M 345,927 +10,515 +3%
BC
78
Barnett & Company
Tennessee
$6.22M 340,713 -225 -0.1%
DP
79
Denver PWM
Colorado
$6.2M 341,172 -228 -0.1%
FFWA
80
FRG Family Wealth Advisors
Washington
$6.06M 331,725 +50,025 +18%
Jane Street
81
Jane Street
New York
$5.95M 325,848 +284,928 +696%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$5.92M 323,889 +24,492 +8%
CCP
83
Cardan Capital Partners
Colorado
$5.86M 321,132 -921 -0.3%
LPT
84
Legacy Private Trust
Wisconsin
$5.76M 315,450 +19,278 +7%
VNA
85
Valley National Advisers
Pennsylvania
$5.71M 312,615 -2,961 -0.9%
JFA
86
JNBA Financial Advisors
Minnesota
$5.27M 288,591 +86,247 +43%
AWS
87
AJ Wealth Strategies
New York
$5.15M 282,060 +543 +0.2%
SHJ
88
Sharkey, Howes & Javer
Colorado
$5.12M 280,485 -1,860 -0.7%
HCP
89
Holt Capital Partners
Texas
$5.1M 279,285 -390 -0.1%
ST
90
Smithfield Trust
Pennsylvania
$4.95M 271,230 -7,434 -3%
NB
91
NBT Bank
New York
$4.94M 270,705 -96,222 -26%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$4.83M 264,276 +8,013 +3%
PIMG
93
Patriot Investment Management Group
Tennessee
$4.78M 266,661 -273 -0.1%
CFS
94
CRA Financial Services
New Jersey
$4.78M 261,657 +11,139 +4%
SAM
95
Smithbridge Asset Management
Pennsylvania
$4.47M 244,878 +5,112 +2%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$4.45M 243,810 +14,745 +6%
NFG
97
Noven Financial Group
Colorado
$4.45M 243,741 -6,573 -3%
BWM
98
Baystate Wealth Management
Massachusetts
$4.34M 237,450 -2,139 -0.9%
Brown Advisory
99
Brown Advisory
Maryland
$4.33M 236,847 -282,084 -54%
SFG
100
SevenBridge Financial Group
Pennsylvania
$4.29M 235,026 +1,152 +0.5%