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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 %
FPGK
1201
Financial Partners Group (Kansas)
Kansas
$406K +$406K +14,427 New
RP
1202
Rice Partnership
Hawaii
$405K -$51.6K -1,830 -11%
WE
1203
Wealth Effects
Massachusetts
$405K +$27.1K +963 +7%
VR
1204
Valued Retirements
Texas
$403K -$2.61M -92,574 -87%
FSA
1205
Fort Sheridan Advisors
Illinois
$403K -$1.86K -66 -0.5%
AIC
1206
Argus Investors Counsel
New York
$403K +$30K +1,065 +8%
LEFP
1207
Leading Edge Financial Planning
Tennessee
$402K -$8.45K -300 -2%
RFA
1208
Resurgent Financial Advisors
Georgia
$401K +$401K +14,241 New
SLA
1209
Silver Lake Advisory
Utah
$401K -$21.5K -762 -5%
OFG
1210
Omega Financial Group
California
$400K +$7.69K +273 +2%
EWM
1211
Executive Wealth Management
Michigan
$397K +$397K +14,085 New
OFS
1212
Oldfather Financial Services
Nebraska
$395K +$12K +426 +3%
TA
1213
TFB Advisors
Kansas
$395K +$8.96K +318 +2%
BlackRock
1214
BlackRock
New York
$395K +$56.4K +2,001 +17%
KIC
1215
Keating Investment Counselors
Florida
$393K -$161K -5,706 -29%
BKA
1216
Brick & Kyle Associates
Pennsylvania
$393K +$388K +1,047,921 +7,675%
DSCM
1217
Del-Sette Capital Management
New York
$392K +$6.42K +228 +2%
EW
1218
Element Wealth
Mississippi
$392K -$4.06K -144 -1%
PHWM
1219
Pine Harbor Wealth Management
Maryland
$389K +$389K +13,803 New
RWM
1220
RKL Wealth Management
Pennsylvania
$389K +$2.62K +93 +0.7%
DWP
1221
Daymark Wealth Partners
Ohio
$386K +$386K +13,689 New
CWG
1222
Cornerstone Wealth Group
North Carolina
$384K
SB
1223
Sunflower Bank
Texas
$384K +$15.6K +555 +4%
SPWM
1224
Straight Path Wealth Management
Michigan
$383K +$51.6K +1,833 +16%
AAG
1225
Armstrong Advisory Group
Massachusetts
$383K +$21.6K +768 +6%