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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 %
GWS
1451
Glassman Wealth Services
Virginia
$186K +$11.8K +417 +7%
HI
1452
Hendershot Investments
Virginia
$182K
LFA
1453
LGT Financial Advisors
Texas
$177K -$191K -6,774 -52%
RI
1454
Ridgewood Investments
New Jersey
$171K -$4.65K -165 -3%
AAG
1455
Accordant Advisory Group
Maryland
$171K +$2.11K +75 +1%
RBC
1456
Roble Belko & Company
Pennsylvania
$168K +$3.04K +108 +2%
WSFS
1457
Wilmington Savings Fund Society
Delaware
$163K +$163K +5,772 New
LOIP
1458
Live Oak Investment Partners
Texas
$161K -$148K
CIR
1459
Clear Investment Research
Georgia
$146K
SIS
1460
Sound Income Strategies
Florida
$145K +$16.1K +573 +12%
AWM
1461
Activest Wealth Management
Florida
$145K +$7.61K +270 +6%
MPWT
1462
MassMutual Private Wealth & Trust
Connecticut
$143K +$32.9K +1,167 +30%
FPFS
1463
First Personal Financial Services
North Carolina
$142K
WAG
1464
Windsor Advisory Group
Ohio
$134K +$118K +4,185 +738%
FFO
1465
Fortitude Family Office
Arizona
$133K +$133K +4,725 New
TCG
1466
Transcendent Capital Group
Oklahoma
$133K -$27.4K -972 -17%
TSMHT
1467
Thurston Springer Miller Herd & Titak
Indiana
$133K -$76.5K -2,715 -37%
JWA
1468
JFS Wealth Advisors
Pennsylvania
$131K +$49.6K +1,761 +61%
PCM
1469
Palouse Capital Management
Washington
$129K -$1.01K -36 -0.8%
AWM
1470
Abound Wealth Management
Tennessee
$128K -$64.9K -2,301 -34%
DEM
1471
Disciplined Equity Management
Florida
$127K
WPA
1472
West Paces Advisors
Georgia
$126K +$592 +21 +0.5%
GWM
1473
GSB Wealth Management
Connecticut
$124K -$336K -11,928 -73%
EWM
1474
Evermay Wealth Management
Virginia
$121K -$25.9K -918 -18%
PIP
1475
Peachtree Investment Partners
Florida
$118K +$13.9K +495 +13%