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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 %
NP
1176
NorthRock Partners
Minnesota
$438K -$40.4K -2,013 -8%
SWM
1177
Stockman Wealth Management
Montana
$435K -$52.6K -1,866 -11%
AIM
1178
Aspen Investment Management
Michigan
$431K -$20.4K -723 -5%
DSC
1179
Duncker Streett & Co
Missouri
$431K +$254 +9 +0.1%
LFA
1180
Legacy Financial Advisors
Kentucky
$430K
FFO
1181
Fiduciary Family Office
Florida
$429K +$5.92K +210 +1%
CTWM
1182
Cherry Tree Wealth Management
Minnesota
$427K
SP
1183
Successful Portfolios
Florida
$427K -$6K -213 -1%
AIMC
1184
Alley Investment Management Company
Illinois
$427K -$930 -33 -0.2%
HR
1185
Howe & Rusling
New York
$427K -$42.4K -1,506 -9%
TF
1186
Tenon Financial
New Jersey
$426K +$338 +12 +0.1%
HWM
1187
Heirloom Wealth Management
Colorado
$425K +$2.28K +81 +0.5%
ACM
1188
AlphaStar Capital Management
North Carolina
$425K +$93.3K +3,312 +28%
TDC
1189
Thompson Davis & Co
Virginia
$425K +$118K +4,188 +38%
MWM
1190
Merriman Wealth Management
Washington
$424K -$32.5K -1,152 -7%
GA
1191
GoalVest Advisory
New York
$423K
JWM
1192
Jupiter Wealth Management
Colorado
$423K +$254K +9,000 +150%
CWA
1193
CM Wealth Advisors
Ohio
$419K
SAM
1194
Seelaus Asset Management
New Jersey
$417K +$40K +1,419 +11%
CWM
1195
Castle Wealth Management
Florida
$413K
NCG
1196
Newport Capital Group
New Jersey
$412K +$412K +14,637 New
PMSA
1197
Patrick M. Sweeney & Associates
Illinois
$412K +$93.7K +3,327 +29%
DWM
1198
Destination Wealth Management
California
$410K +$410K +14,553 New
PIWA
1199
Prevail Innovative Wealth Advisors
Kansas
$410K +$410K +14,544 New
BI
1200
Ballast Inc
Kentucky
$407K +$9.47K +336 +2%