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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 %
CSWM
1526
Cassady Schiller Wealth Management
Ohio
$38K +$38K +1,350 New
AWM
1527
Atticus Wealth Management
Florida
$36.4K +$36.4K +1,290 New
SRCM
1528
Signature Resources Capital Management
California
$35.1K
CAS
1529
Coppell Advisory Solutions
Texas
$34.6K +$17.7K +630 +105%
BC
1530
Barrett & Company
Rhode Island
$34.1K +$34.1K +1,212 New
RCM
1531
Raleigh Capital Management
North Carolina
$33.1K
MBFW
1532
Morton Brown Family Wealth
Pennsylvania
$32.5K +$13.4K +477 +71%
IA
1533
IFS Advisors
Kansas
$32K +$2.45K +87 +8%
KSB
1534
Kennebec Savings Bank
Maine
$31.4K +$31.4K +1,113 New
OW
1535
Olistico Wealth
Oklahoma
$31.3K +$339 +12 +1%
PPWM
1536
PFG Private Wealth Management
Florida
$29K
MG
1537
MilWealth Group
Wisconsin
$27.9K
RDFA
1538
Ritter Daniher Financial Advisory
Ohio
$27.5K
FHA
1539
First Horizon Advisors
Tennessee
$27K
CPBTD
1540
Central Pacific Bank - Trust Division
Hawaii
$25.5K -$1.18K -42 -4%
CA
1541
Claris Advisors
Missouri
$25.4K +$25.4K +900 New
OIA
1542
Optimum Investment Advisors
Illinois
$24.6K +$254 +9 +1%
FGC
1543
Financial Gravity Companies
Texas
$24.3K +$24.3K +864 New
CPA
1544
Capital Performance Advisors
California
$23.7K -$336K -11,916 -93%
AIP
1545
Ameritas Investment Partners
Nebraska
$23.2K -$6.76K -240 -23%
CSB
1546
City State Bank
Iowa
$22.8K +$5.24K +186 +30%
FCT
1547
First Community Trust
Iowa
$22.7K
MFT
1548
Moisand Fitzgerald Tamayo
Florida
$22.3K
DF
1549
Dunhill Financial
United Kingdom
$21.9K
PP
1550
PrairieView Partners
Minnesota
$21K +$326 +12 +2%