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Schwab US Dividend Equity ETF

157 hedge funds and large institutions have $463M invested in Schwab US Dividend Equity ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 15 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
4.39%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
25
Increased
53
Reduced
55
Closed
15
Calls
$1.33M
Puts
$938K
Net Calls
+$392K
Net Calls Change
-$634K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
151
CapWealth Advisors
Tennessee
$6K
MA
152
MCF Advisors
Kentucky
$4K
AssetMark Inc
153
AssetMark Inc
California
$4K +$4K +348 New
RBC
154
Roble Belko & Company
Pennsylvania
$2K -$123 -12 -6%
JWA
155
JFS Wealth Advisors
Pennsylvania
$1K
TIM
156
Tortoise Investment Management
New York
$1K
Jane Street
157
Jane Street
New York
-$5.51M -431,763 Closed
EWM
158
Evermay Wealth Management
Virginia
-$4.55M -356,580 Closed
SI
159
SII Investments
Wisconsin
-$1.1M -85,119 Closed
TCM
160
Twele Capital Management
Minnesota
-$574K -44,952 Closed
ACM
161
Avalon Capital Management
California
-$230K -18,000 Closed
FFS
162
Founders Financial Securities
Maryland
-$225K -17,661 Closed
HighTower Advisors
163
HighTower Advisors
Illinois
-$207K -16,236 Closed
LNWWM
164
Laird Norton Wetherby Wealth Management
California
-$68K -5,295 Closed
TCM
165
TD Capital Management
Tennessee
-$55K -4,278 Closed
SFWA
166
Summit Financial Wealth Advisors
Louisiana
-$37K -2,952 Closed
FANJ
167
Financial Architects (New Jersey)
New Jersey
-$31K -2,436 Closed
LWM
168
LBA Wealth Management
Florida
-$12K -942 Closed
PIA
169
Peachtree Investment Advisors
Georgia
-$11K -825 Closed
Chevy Chase Trust
170
Chevy Chase Trust
Maryland
-$6K -435 Closed