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Schwab US Dividend Equity ETF

482 hedge funds and large institutions have $2.26B invested in Schwab US Dividend Equity ETF in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 200 increasing their positions, 124 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+52
Holders Change %
+12.09%
% of All Funds
10.76%
Holding in Top 10
40
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+53.85%
% of All Funds
0.89%
New
100
Increased
200
Reduced
124
Closed
42
Calls
$2.01M
Puts
$951K
Net Calls
+$1.06M
Net Calls Change
-$163K
Name Holding Trade Value Shares
Change
Shares
Change %
JWS
126
Juncture Wealth Strategies
Arizona
$2.09M -$280K -17,892 -12%
BFG
127
Bouchey Financial Group
New York
$2.08M +$656K +41,895 +46%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$2.06M -$1.07M -68,346 -34%
PC
129
Palo Capital
California
$2M +$905K +57,798 +83%
FWM
130
Frontier Wealth Management
Missouri
$1.97M +$449K +28,656 +29%
ODCM
131
Old Dominion Capital Management
Virginia
$1.96M +$216K +13,800 +12%
FAIM
132
Financial Advocates Investment Management
Washington
$1.93M +$184K +11,739 +10%
ECML
133
Eagle Capital Management (Louisiana)
Louisiana
$1.87M +$19.6K +1,251 +1%
TRCT
134
Tower Research Capital (TRC)
New York
$1.86M +$1.14M +72,726 +159%
HA
135
Hamel Associates
New Jersey
$1.86M -$14K -891 -0.7%
MA
136
Mutual Advisors
Nebraska
$1.84M +$581K +37,101 +46%
FIM
137
Frontier Investment Management
Texas
$1.83M +$285K +18,222 +18%
SIA
138
Starfire Investment Advisers
Michigan
$1.81M +$447K +28,551 +33%
NCM
139
Northwest Capital Management
Oregon
$1.8M +$1.8M +114,678 New
PEA
140
Pacific Edge Advisors
California
$1.78M -$481K -30,720 -21%
FC
141
Financial Consulate
Maryland
$1.76M -$131K -8,349 -7%
AA
142
Apriem Advisors
California
$1.71M +$82.4K +5,265 +5%
NF
143
Nikulski Financial
Iowa
$1.68M -$258K -16,482 -13%
SSI
144
Scott & Selber Inc
Texas
$1.68M +$3.66K +234 +0.2%
CWS
145
Cypress Wealth Services
California
$1.66M +$740K +47,280 +80%
CA
146
Cambridge Advisors
Nebraska
$1.64M +$9.21K +588 +0.6%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$1.61M -$27.9K -1,785 -2%
BCM
148
Brasada Capital Management
Texas
$1.6M -$31K -1,980 -2%
ACM
149
Alpha Capital Management
Texas
$1.58M +$27.6K +1,764 +2%
Creative Planning
150
Creative Planning
Kansas
$1.57M -$731K -46,716 -32%