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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 %
FFM
1151
Forum Financial Management
Illinois
$477K +$42.1K +1,494 +10%
AFA
1152
AA Financial Advisors
Ohio
$475K +$98.3K +3,489 +26%
GT
1153
Glenmede Trust
Pennsylvania
$472K +$208K +7,395 +79%
DWT
1154
Dorsey & Whitney Trust
South Dakota
$469K -$507 -18 -0.1%
ZRP
1155
Zynergy Retirement Planning
New Jersey
$469K
CE
1156
Cornerstone Enterprises
Wisconsin
$468K -$7.02K -249 -1%
NCFG
1157
New Century Financial Group
New Jersey
$466K +$466K +16,545 New
BFG
1158
Bleakley Financial Group
New Jersey
$466K -$305K -10,809 -40%
FA
1159
Fountainhead AM
New Jersey
$464K -$24.6K -873 -5%
GWA
1160
GGM Wealth Advisors
Maryland
$463K +$12K +426 +3%
LRPA
1161
L. Roy Papp & Associates
Arizona
$462K +$168K +5,973 +57%
PK
1162
Pflug Koory
Nebraska
$461K +$461K +16,353 New
AFA
1163
Atlas Financial Advisors
California
$461K +$91.3K +3,240 +25%
WHG
1164
Westwood Holdings Group
Texas
$455K
CWM
1165
Concentric Wealth Management
California
$451K +$192K +6,810 +74%
ALWM
1166
Andrews Lucia Wealth Management
California
$450K
NFC
1167
Northeast Financial Consultants
Connecticut
$449K +$449K +15,951 New
SWMG
1168
Sanchez Wealth Management Group
Florida
$446K
CT
1169
Colonial Trust
South Carolina
$442K +$442K +15,750 New
SWM
1170
SK Wealth Management
Rhode Island
$441K +$441K +48,216 New
TFGT
1171
TS Financial Group (TSFG)
Illinois
$441K +$5.32K +189 +1%
1SB
1172
1ST Source Bank
Indiana
$440K
CFS
1173
Cannon Financial Strategists
Georgia
$440K
WTA
1174
Washington Trust Advisors
Massachusetts
$439K +$217K +7,698 +98%
ESB
1175
Essex Savings Bank
Connecticut
$438K