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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 %
W
1376
WealthCollab
Washington
$240K -$51.5K -1,827 -18%
MCWS
1377
McKinley Carter Wealth Services
West Virginia
$237K -$51.5K -1,827 -18%
PMFA
1378
Plante Moran Financial Advisors
Michigan
$236K -$57.7K -2,049 -20%
TVAMP
1379
Tennessee Valley Asset Management Partners
Tennessee
$236K +$9.13K +324 +4%
LSA
1380
Lansing Street Advisors
Pennsylvania
$235K +$4.48K +159 +2%
MAS
1381
Meeder Advisory Services
Ohio
$231K +$231K +8,205 New
SSWM
1382
Smith Salley Wealth Management
North Carolina
$231K +$169 +6 +0.1%
SFG
1383
Sovereign Financial Group
Connecticut
$231K +$1.86K +66 +0.8%
CWM
1384
Calamos Wealth Management
Illinois
$231K
CCM
1385
Ciovacco Capital Management
Georgia
$230K +$230K +8,175 New
EFMC
1386
Empire Financial Management Company
New York
$230K -$5.92K -210 -3%
CSC
1387
Caldwell Sutter Capital
California
$230K +$9.3K +330 +4%
PHIC
1388
Pine Haven Investment Counsel
Massachusetts
$230K -$3.38K -120 -1%
GWANC
1389
Guardian Wealth Advisors (North Carolina)
North Carolina
$230K +$6.34K +225 +3%
ITB
1390
Idaho Trust Bank
Idaho
$230K
Neuberger Berman Group
1391
Neuberger Berman Group
New York
$228K -$84.5K -3,000 -27%
UB
1392
UMB Bank
Missouri
$228K
BB
1393
Busey Bank
Illinois
$228K +$228K +8,094 New
TSWM
1394
Tyler-Stone Wealth Management
Ohio
$227K +$157K +5,586 +225%
BCP
1395
Blue Chip Partners
Michigan
$227K +$4.4K +156 +2%
CAM
1396
Clark Asset Management
New Hampshire
$226K -$54.9K -1,947 -20%
TB
1397
Treynor Bancshares
Iowa
$226K -$1.94K -69 -0.9%
SAMT
1398
Select Asset Management & Trust
Pennsylvania
$226K
RCA
1399
Resonant Capital Advisors
Wisconsin
$225K -$60.4K -2,145 -21%
LWM
1400
Lodestone Wealth Management
Washington
$225K -$66.4K -2,355 -23%