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Schwab US Dividend Equity ETF

1,613 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, 806 increasing their positions, 489 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+72
Holders Change %
+4.67%
% of All Funds
23.33%
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
806
Reduced
489
Closed
59
Calls
$160M
Puts
$94M
Net Calls
+$65.9M
Net Calls Change
+$4M
Name Holding Trade Value Shares
Change
Shares
Change %
JGIA
1551
Jackson Grant Investment Advisers
Connecticut
$20.7K +$169 +6 +0.8%
PA
1552
PSI Advisors
Florida
$20.5K -$6.5K -231 -24%
WOC
1553
West Oak Capital
California
$19.9K +$486 +1,725 +2%
KA
1554
Kozak & Associates
Colorado
$19.6K +$16.6K +1,734 +567%
SMA
1555
Sage Mountain Advisors
Georgia
$18.6K
WBC
1556
West Branch Capital
Massachusetts
$18.5K +$1.19K +42 +7%
IHWM
1557
Iron Horse Wealth Management
Iowa
$18.2K -$9.73K -345 -35%
C
1558
Covestor
United Kingdom
$18K -$670 -24 -4%
HWA
1559
Heritage Wealth Advisors
Virginia
$17.8K
SC
1560
Swan Capital
Florida
$17K +$16.6K +588 +3,920%
NECFA
1561
New England Capital Financial Advisors
Connecticut
$16.9K
SC
1562
Steph & Co
Wisconsin
$16.9K
MFG
1563
Mendota Financial Group
Wisconsin
$16.9K +$16.9K +600 New
SR
1564
Syntax Research
Florida
$15.9K +$15.9K +564 New
FAM
1565
Family Asset Management
South Carolina
$15.4K -$35.8K -1,266 -70%
OLVIG
1566
Oliver Lagore Vanvalin Investment Group
Michigan
$14.8K -$4.22K -150 -22%
PCM
1567
Perritt Capital Management
Illinois
$14.8K
VCM
1568
Versant Capital Management
Arizona
$14.5K -$72.9K -2,586 -83%
EA
1569
Evolution Advisers
Virginia
$14K +$14K +510 New
BFO
1570
Biltmore Family Office
North Carolina
$12.7K
SWM
1571
Sugarloaf Wealth Management
Georgia
$12.7K +$12.7K +450 New
HCM
1572
Hollencrest Capital Management
California
$12K -$93.9K -3,333 -89%
SNB
1573
Security National Bank
Nebraska
$11.8K -$11.2K -396 -49%
PPA
1574
Painted Porch Advisors
California
$11.7K +$1.94K +69 +20%
LIS
1575
Legacy Investment Solutions
Idaho
$11.6K +$11.6K +1,197 New