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Schwab US Dividend Equity ETF

1,783 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, 533 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,783
Holders Change
+170
Holders Change %
+10.54%
% of All Funds
23.74%
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
533
Closed
71
Calls
$131M
Puts
$73.3M
Net Calls
+$57.4M
Net Calls Change
-$8.46M
Name Holding Trade Value Shares
Change
Shares
Change %
KHC
1676
Koesten Hirschmann & Crabtree
Kansas
$41K
OA
1677
Operose Advisors
Wisconsin
$40.8K
FHA
1678
First Horizon Advisors
Tennessee
$40.2K +$13.9K +510 +53%
DCBT
1679
Dakota Community Bank & Trust
North Dakota
$39.6K +$39.6K +1,450 New
FFA
1680
Frazier Financial Advisors
Ohio
$39.2K +$35.1K +1,290 +860%
BC
1681
Barrett & Company
Rhode Island
$37.1K +$3.96K +145 +12%
CSWM
1682
Cassady Schiller Wealth Management
Ohio
$36.9K
AW
1683
Avion Wealth
Texas
$36K -$4.01K -149 -10%
NWM
1684
Nova Wealth Management
Florida
$35.9K +$35.9K +1,316 New
KSB
1685
Kennebec Savings Bank
Maine
$35.3K +$4.89K +179 +16%
MEG
1686
Millstone Evans Group
Colorado
$34.9K +$34.9K +1,276 New
SRCM
1687
Signature Resources Capital Management
California
$34K
HGERS
1688
Householder Group Estate & Retirement Specialist
Arizona
$33K -$8.69M -325,363 -100%
SSG
1689
Summit Securities Group
New York
$32.8K +$32.8K +1,200 New
HI
1690
Human Investing
Oregon
$32.5K +$32.5K +1,191 New
RCM
1691
Raleigh Capital Management
North Carolina
$32.1K
MBFW
1692
Morton Brown Family Wealth
Pennsylvania
$31.5K
OW
1693
Olistico Wealth
Oklahoma
$30.6K +$219 +8 +0.7%
IA
1694
IFS Advisors
Kansas
$29.5K -$1.61K -59 -5%
MHIP
1695
Mountain Hill Investment Partners
New Jersey
$28.6K +$28.6K +1,048 New
MFT
1696
Moisand Fitzgerald Tamayo
Florida
$28.4K +$6.8K +249 +31%
PPWM
1697
PFG Private Wealth Management
Florida
$28.1K
RDFA
1698
Ritter Daniher Financial Advisory
Ohio
$26.6K
HC
1699
Hoese & Co
Minnesota
$26.4K +$26.4K +966 New
CPBTD
1700
Central Pacific Bank - Trust Division
Hawaii
$24.8K