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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 %
RWB
1251
RMR Wealth Builders
New Jersey
$353K +$19.6K +696 +6%
SLT
1252
St Louis Trust
Missouri
$351K
SFM
1253
Signet Financial Management
New Jersey
$350K -$44.9K -1,593 -11%
WTC
1254
WhitTier Trust Company
Nevada
$350K +$12.3K +435 +4%
MW
1255
MBL Wealth
North Carolina
$347K -$32.7K -1,161 -9%
UWPG
1256
Ullmann Wealth Partners Group
Florida
$346K +$346K +12,294 New
HPC
1257
HM Payson & Co
Maine
$344K -$54.7K -1,941 -14%
MC
1258
Montag & Caldwell
Georgia
$344K -$4.23K -150 -1%
RZH
1259
Relyea Zuckerberg Hanson
Connecticut
$343K -$128K -4,530 -27%
AAS
1260
Annex Advisory Services
Wisconsin
$342K -$204K -7,254 -37%
BWL
1261
Bogart Wealth LLC
Virginia
$340K +$5.5K +195 +2%
Lido Advisors
1262
Lido Advisors
California
$339K -$609K -21,603 -64%
PCP
1263
Proficio Capital Partners
Massachusetts
$338K
RWA
1264
River Wealth Advisors
Pennsylvania
$336K -$2.79K -99 -0.8%
WP
1265
Westmount Partners
California
$336K +$85 +3 +0%
PAM
1266
Pegasus Asset Management
New York
$334K
GT
1267
Greenleaf Trust
Michigan
$334K +$51.1K +1,815 +18%
FFA
1268
First Foundation Advisors
California
$332K +$43.1K +1,530 +15%
WC
1269
Wynn Capital
Georgia
$332K -$6.34K -225 -2%
CCA
1270
Carrera Capital Advisors
Michigan
$332K -$51.3K -1,821 -13%
SAM
1271
Strategy Asset Managers
California
$331K +$331K +11,763 New
TC
1272
TAP Consulting
Missouri
$331K +$111K +3,945 +51%
TA
1273
TFG Advisers
Michigan
$330K +$14.8K +525 +5%
OL
1274
Owen LaRue
Kentucky
$330K -$116K -4,113 -26%
NWMG
1275
National Wealth Management Group
Ohio
$330K +$12.8K +453 +4%