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Schwab US Dividend Equity ETF

1,784 hedge funds and large institutions have $40.8B invested in Schwab US Dividend Equity ETF in 2024 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 838 increasing their positions, 534 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
Holders Change
+170
Holders Change %
+10.53%
% of All Funds
23.75%
Holding in Top 10
264
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+10.92%
% of All Funds
3.51%
New
277
Increased
838
Reduced
534
Closed
71
Calls
$131M
Puts
$73.3M
Net Calls
+$57.4M
Net Calls Change
-$8.46M
Name Holding Trade Value Shares
Change
Shares
Change %
DAM
1451
Delta Asset Management
Tennessee
$287K
AWM
1452
Angeles Wealth Management
California
$287K +$284K +10,410 +11,567%
GT
1453
Glenview Trust
Kentucky
$287K -$17.7K -648 -6%
MPWT
1454
MassMutual Private Wealth & Trust
Connecticut
$286K +$148K +5,403 +107%
AIM
1455
Acropolis Investment Management
Missouri
$286K +$9.54K +349 +3%
UF
1456
Univest Financial
Pennsylvania
$285K +$17K +624 +6%
TC
1457
Tenret Company
Florida
$285K
JHCP
1458
Jackson Hole Capital Partners
Oklahoma
$283K
ERIC
1459
Eagle Rock Investment Company
Georgia
$283K +$1.15K +42 +0.4%
HIA
1460
Harbor Investment Advisory
Maryland
$282K +$4.86K +178 +2%
MW
1461
Maia Wealth
Colorado
$282K +$282K +9,895 New
OCM
1462
Objective Capital Management
Ohio
$281K +$574 +21 +0.2%
HAC
1463
Harbor Advisory Corp
New Hampshire
$279K
CBT
1464
Crews Bank & Trust
Florida
$279K +$279K +10,213 New
HPC
1465
HM Payson & Co
Maine
$279K -$54.6K -1,997 -16%
FWP
1466
Firethorn Wealth Partners
Georgia
$279K +$82 +3 +0%
FFG
1467
Frisch Financial Group
New York
$277K -$11.2K -410 -4%
HAM
1468
Harmony Asset Management
Arizona
$277K -$9.67K -354 -3%
SAM
1469
Strategy Asset Managers
California
$276K -$45.6K -1,668 -14%
CB
1470
Centennial Bank
Arkansas
$275K +$33.2K +1,214 +14%
GWMR
1471
GC Wealth Management RIA
Massachusetts
$274K
SIC
1472
Samalin Investment Counsel
New York
$273K +$2.43K +89 +0.9%
WC
1473
Wynn Capital
Georgia
$273K -$48.4K -1,770 -15%
MCWA
1474
Meadow Creek Wealth Advisors
Georgia
$273K
WA
1475
Waterford Advisors
New York
$273K