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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 %
KWS
1226
Keystone Wealth Services
California
$379K +$40.3K +1,431 +12%
BWP
1227
Bernardo Wealth Planning
Pennsylvania
$376K +$262K +27,276 +230%
SNBOSD
1228
Security National Bank of So Dak
Iowa
$374K
ONSWM
1229
Old North State Wealth Management
North Carolina
$374K +$8.71K +309 +2%
CAG
1230
Compass Advisory Group
New York
$373K +$2.2K +78 +0.6%
TCM
1231
TD Capital Management
Tennessee
$373K -$4.99K -177 -1%
AFG
1232
Argent Financial Group
Louisiana
$373K +$373K +13,242 New
CA
1233
Carson Advisory
Georgia
$372K -$28.7K -1,020 -7%
ODG
1234
O'Dell Group
Ohio
$371K +$6.42K +228 +2%
WI
1235
Wintrust Investments
Illinois
$369K -$3.34M -118,686 -90%
FWM
1236
Finer Wealth Management
Massachusetts
$369K -$16.9K -600 -4%
NC
1237
NovaPoint Capital
Georgia
$367K +$45.2K +1,605 +14%
HWP
1238
Heritage Wealth Partners
Ohio
$365K +$7.1K +252 +2%
SWM
1239
Shakespeare Wealth Management
Wisconsin
$364K
FTA
1240
Financial & Tax Architects
Missouri
$364K +$364K +12,903 New
AA
1241
AlphaMark Advisors
Kentucky
$362K -$18K -639 -5%
JBA
1242
Johnson Bixby & Associates
Washington
$359K +$24.9K +882 +7%
CCFCSB
1243
Cape Cod Five Cents Savings Bank
Massachusetts
$358K -$7.61K -270 -2%
OWP
1244
Obermeyer Wealth Partners
Colorado
$357K
HKIMG
1245
Hutchens & Kramer Investment Management Group
Indiana
$356K +$62.7K +2,226 +21%
HCMT
1246
Highland Capital Management (Tennessee)
Tennessee
$356K +$356K +12,618 New
PPH
1247
Pure Portfolios Holdings
Oregon
$355K +$355K +12,585 New
SSW
1248
Stone Summit Wealth
Florida
$354K
FWCM
1249
Ferguson Wellman Capital Management
Oregon
$354K -$507 -18 -0.1%
JC
1250
JB Capital
Connecticut
$353K +$27.4K +972 +8%