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Schwab US Dividend Equity ETF

482 hedge funds and large institutions have $2.26B invested in Schwab US Dividend Equity ETF in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 200 increasing their positions, 124 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+52
Holders Change %
+12.09%
% of All Funds
10.76%
Holding in Top 10
40
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+53.85%
% of All Funds
0.89%
New
100
Increased
200
Reduced
124
Closed
42
Calls
$2.01M
Puts
$951K
Net Calls
+$1.06M
Net Calls Change
-$163K
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$1.57M +$555K +35,430 +55%
PWA
152
Providence Wealth Advisors
Illinois
$1.56M -$92.7K -5,970 -6%
RM
153
Resource Management
Louisiana
$1.54M +$1.25M +80,118 +437%
JFA
154
JNBA Financial Advisors
Minnesota
$1.51M -$1.48M -94,818 -50%
AWM
155
AE Wealth Management
Kansas
$1.5M +$138K +8,832 +10%
CA
156
CapWealth Advisors
Tennessee
$1.49M +$939K +59,970 +170%
RJA
157
Raymond James & Associates
Florida
$1.46M +$238K +15,171 +19%
SPCM
158
Spruce Point Capital Management
New York
$1.46M +$1.46M +93,000 New
GCA
159
Genesee Capital Advisors
New York
$1.44M +$1.44M +92,094 New
FFWA
160
FRG Family Wealth Advisors
Washington
$1.43M +$279K +17,820 +24%
SBA
161
Secrest Blakey & Associates
North Carolina
$1.39M -$3.1K -198 -0.2%
EVC
162
Eidelman Virant Capital
Missouri
$1.38M -$432K -27,576 -24%
KIC
163
Keating Investment Counselors
Florida
$1.35M +$28.2K +1,800 +2%
BP
164
Broadleaf Partners
Ohio
$1.35M +$23.8K +1,518 +2%
CIA
165
Capital Investment Advisors
Georgia
$1.34M +$152K +9,681 +13%
AFP
166
Ausdal Financial Partners
Iowa
$1.34M +$85.1K +5,433 +7%
RWM
167
RKL Wealth Management
Pennsylvania
$1.32M -$40.2K -2,571 -3%
BFPW
168
BOK Financial Private Wealth
Colorado
$1.32M +$185K +11,781 +16%
SFG
169
Sage Financial Group
Pennsylvania
$1.31M +$391K +24,960 +43%
JFGIW
170
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.3M +$3.38K +216 +0.3%
ADL
171
Asset Dedication LLC
California
$1.3M -$1.6K -102 -0.1%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$1.3M +$363K +23,190 +39%
HWMG
173
Hurlow Wealth Management Group
Indiana
$1.29M +$1.29M +79,224 New
GFP
174
Gryphon Financial Partners
Ohio
$1.29M +$1.29M +78,483 New
SA
175
SRH Advisors
Kansas
$1.26M +$38K +2,430 +3%