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Schwab US Dividend Equity ETF

1,541 hedge funds and large institutions have $20.4B invested in Schwab US Dividend Equity ETF in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 660 increasing their positions, 548 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,541
Holders Change
-13
Holders Change %
-0.84%
% of All Funds
22.42%
Holding in Top 10
224
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.03%
% of All Funds
3.26%
New
105
Increased
660
Reduced
548
Closed
98
Calls
$116M
Puts
$54M
Net Calls
+$61.9M
Net Calls Change
-$38.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CPBTD
1476
Central Pacific Bank - Trust Division
Hawaii
$24.6K
EL
1477
EMFO LLC
Florida
$23.8K
OIA
1478
Optimum Investment Advisors
Illinois
$22.3K
QC
1479
Quent Capital
New York
$21.6K
SNB
1480
Security National Bank
Nebraska
$21.1K -$1.94K -75 -8%
TFA
1481
Transamerica Financial Advisors
Florida
$21K
PFM
1482
Phillips Financial Management
Indiana
$21K
FCT
1483
First Community Trust
Iowa
$20.8K
MFT
1484
Moisand Fitzgerald Tamayo
Florida
$20.5K
DF
1485
Dunhill Financial
United Kingdom
$20.1K
WT
1486
Washington Trust
Rhode Island
$19.1K
PP
1487
PrairieView Partners
Minnesota
$19K
JGIA
1488
Jackson Grant Investment Advisers
Connecticut
$18.9K +$233 +9 +1%
MBFW
1489
Morton Brown Family Wealth
Pennsylvania
$18.4K
OLVIG
1490
Oliver Lagore Vanvalin Investment Group
Michigan
$17.5K -$6.68K -258 -28%
SMA
1491
Sage Mountain Advisors
Georgia
$17.1K -$1.1M -42,393 -98%
C
1492
Covestor
United Kingdom
$17K -$229 -9 -1%
HWA
1493
Heritage Wealth Advisors
Virginia
$16.3K -$310K -11,946 -95%
PA
1494
Pineridge Advisors
Missouri
$16.3K +$16.3K +630 New
CSB
1495
City State Bank
Iowa
$16.2K -$4.82K -186 -23%
WBC
1496
West Branch Capital
Massachusetts
$15.9K
NECFA
1497
New England Capital Financial Advisors
Connecticut
$15.6K
SC
1498
Steph & Co
Wisconsin
$15.6K
CAS
1499
Coppell Advisory Solutions
Texas
$15.6K +$15.6K +600 New
WAG
1500
Windsor Advisory Group
Ohio
$14.7K