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Schwab US Dividend Equity ETF

1,784 hedge funds and large institutions have $40.8B invested in Schwab US Dividend Equity ETF in 2024 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 838 increasing their positions, 534 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,784
Holders Change
+170
Holders Change %
+10.53%
% of All Funds
23.75%
Holding in Top 10
264
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+10.92%
% of All Funds
3.51%
New
277
Increased
838
Reduced
534
Closed
71
Calls
$131M
Puts
$73.3M
Net Calls
+$57.4M
Net Calls Change
-$8.46M
Name Holding Trade Value Shares
Change
Shares
Change %
CHAM
1576
Clear Harbor Asset Management
Connecticut
$206K +$206K +7,534 New
TB
1577
Treynor Bancshares
Iowa
$205K -$14K -513 -6%
AWM
1578
Aberdeen Wealth Management
Illinois
$205K
PAM
1579
Peak Asset Management
Colorado
$205K
LCM
1580
Lazari Capital Management
California
$205K
GWS
1581
Glassman Wealth Services
Virginia
$204K +$23.5K +860 +13%
RSWA
1582
Robinson Smith Wealth Advisors
Maine
$203K +$6.72K +246 +3%
AWM
1583
Activest Wealth Management
Florida
$203K +$61.9K +2,264 +44%
SWA
1584
Sax Wealth Advisors
New Jersey
$203K
MIA
1585
MeadowBrook Investment Advisors
Michigan
$202K
SAM
1586
Silvercrest Asset Management
New York
$202K +$202K +7,404 New
MAM
1587
MMA Asset Management
Pennsylvania
$201K +$1.97K +72 +1%
AWM
1588
Accel Wealth Management
Iowa
$201K +$201K +7,339 New
TWC
1589
TD Waterhouse Canada
Ontario, Canada
$200K -$710 -26 -0.4%
HFS
1590
HBC Financial Services
Washington
$195K -$389K -14,040 -67%
TIM
1591
Tortoise Investment Management
New York
$188K -$5.57K -204 -3%
HI
1592
Hendershot Investments
Virginia
$184K +$8.17K +299 +5%
WFA
1593
West Financial Advisors
Iowa
$182K -$93.3K -3,415 -34%
CB
1594
CNB Bank
Pennsylvania
$171K -$19.8K -725 -10%
RI
1595
Ridgewood Investments
New Jersey
$166K +$410 +15 +0.2%
AAG
1596
Accordant Advisory Group
Maryland
$166K
RBC
1597
Roble Belko & Company
Pennsylvania
$165K +$2.02K +74 +1%
LFA
1598
LGT Financial Advisors
Texas
$161K -$10.2K -372 -6%
AIC
1599
Archer Investment Corporation
Indiana
$160K +$74.1K +2,711 +86%
TSMHT
1600
Thurston Springer Miller Herd & Titak
Indiana
$157K +$28.7K +1,050 +22%