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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 %
LWMI
1576
Legacy Wealth Management (Idaho)
Idaho
$11.6K +$11.6K +1,197 New
LIS
1577
Legacy Investment Solutions
Idaho
$11.6K +$11.6K +1,197 New
MRCM
1578
M&R Capital Management
New Jersey
$11.4K
FMP
1579
Financial Management Professionals
Texas
$11K
NMM
1580
Naples Money Management
Florida
$10K +$84 +3 +0.8%
LB
1581
Legacy Bridge
Iowa
$8.45K
BCA
1582
Bray Capital Advisors
Florida
$7.69K +$84 +3 +1%
B
1583
Birchbrook
Maine
$6.85K +$85 +3 +1%
LWA
1584
Lowe Wealth Advisors
Maryland
$6.34K
WPWM
1585
Western Pacific Wealth Management
Illinois
$5.88K +$168 +6 +3%
BHWM
1586
Beaird Harris Wealth Management
Texas
$5.39K -$323K -11,514 -98%
HWM
1587
HighMark Wealth Management
Minnesota
$5.26K +$85 +3 +2%
CNBTD
1588
Citizens National Bank Trust Department
Mississippi
$5.07K
RWA
1589
Redmont Wealth Advisors
Illinois
$4.25K +$85 +3 +2%
NMG
1590
New Millennium Group
Utah
$4.24K
FFA
1591
Frazier Financial Advisors
Ohio
$4.23K
CCC
1592
Chelsea Counsel Company
California
$4.23K +$4.23K +150 New
SFCL
1593
Strengthening Families & Communities LLC
Massachusetts
$4.15K +$3.64K +129 +717%
PA
1594
Pineridge Advisors
Missouri
$4.09K -$13.8K -486 -77%
AFS
1595
Annapolis Financial Services
Maryland
$4.06K
SN
1596
Sittner & Nelson
Oregon
$4.06K
FPF
1597
First Pacific Financial
Washington
$3.47K +$3.47K +123 New
GM
1598
GeoWealth Management
Illinois
$2.63K +$2.63K +93 New
TC
1599
Truvestments Capital
Florida
$2.62K +$2.62K +93 New
AWM
1600
Angeles Wealth Management
California
$2.54K