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Schwab US Dividend Equity ETF

1,614 hedge funds and large institutions have $22B invested in Schwab US Dividend Equity ETF in 2024 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 807 increasing their positions, 489 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+72
Holders Change %
+4.67%
% of All Funds
23.34%
Holding in Top 10
238
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+6.25%
% of All Funds
3.44%
New
158
Increased
807
Reduced
489
Closed
59
Calls
$160M
Puts
$94M
Net Calls
+$65.9M
Net Calls Change
+$4M
Name Holding Trade Value Shares
Change
Shares
Change %
FNBT
1001
FineMark National Bank & Trust
Florida
$745K +$321K +11,391 +76%
SAM
1002
Sawgrass Asset Management
Florida
$740K
RRWA
1003
Rainey & Randall Wealth Advisors
Florida
$740K +$8.28K +294 +1%
HT
1004
Headlands Technologies
Illinois
$738K -$293K -10,407 -28%
SPL
1005
Smart Portfolios LLC
Washington
$733K +$20.8K +738 +3%
BIG
1006
Builder Investment Group
Georgia
$732K +$1.78K +63 +0.2%
GHA
1007
GW Henssler & Associates
Georgia
$731K +$420K +14,922 +135%
VCWA
1008
Vanguard Capital Wealth Advisors
Colorado
$725K +$332K +11,769 +84%
NC
1009
Napatree Capital
Rhode Island
$724K -$228K -8,103 -24%
JFGIW
1010
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$722K -$27.3K -969 -4%
CMAI
1011
Capital Management Associates Inc
Minnesota
$721K -$20.8K -738 -3%
GWSG
1012
GPS Wealth Strategies Group
Colorado
$718K -$106K -3,771 -13%
LAIC
1013
Lederer & Associates Investment Counsel
California
$717K
PWP
1014
Precedent Wealth Partners
Texas
$717K +$159K +5,643 +28%
LIM
1015
Loudon Investment Management
New Hampshire
$715K +$68.4K +2,427 +11%
AP
1016
Appleton Partners
Massachusetts
$715K -$5.16K -183 -0.7%
RIL
1017
Rothschild Investment LLC
Illinois
$712K +$16.6K +588 +2%
CD
1018
Chapin Davis
Maryland
$710K -$15K -534 -2%
PA
1019
Promethium Advisors
Maryland
$708K +$708K +25,140 New
TPW
1020
Transatlantique Private Wealth
New York
$708K -$90.4K -3,207 -11%
KFI
1021
Key Financial Inc
Pennsylvania
$705K
ODIJL
1022
One Day In July LLC
Vermont
$703K
FFC
1023
First Financial Corp
Indiana
$703K -$15.5K -549 -2%
DJSG
1024
D.J. St. Germain
Massachusetts
$696K -$67.7K -2,403 -9%
KFP
1025
KMG Fiduciary Partners
Ohio
$696K +$696K +24,690 New