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Schwab US Dividend Equity ETF

302 hedge funds and large institutions have $1.53B invested in Schwab US Dividend Equity ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.54%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
31
Increased
144
Reduced
86
Closed
17
Calls
$2.53M
Puts
$1.04M
Net Calls
+$1.49M
Net Calls Change
+$806K
Name Market Value Shares Shares
Change
Shares
Change %
BC
176
Bartlett & Co
Ohio
$484K 10,345 -190 -2%
EWM
177
Edge Wealth Management
New York
$483K 10,319 -1,531 -13%
TIM
178
Total Investment Management
Arizona
$478K 10,213 -6,951 -40%
WF
179
Welch & Forbes
Massachusetts
$473K 10,100
GHA
180
GW Henssler & Associates
Georgia
$471K 10,056 -237 -2%
AWM
181
AE Wealth Management
Kansas
$461K 9,859 +2,298 +30%
S
182
SignatureFD
Georgia
$423K 9,028
SB
183
Simmons Bank
Arkansas
$418K 8,930 +8,930 New
CP
184
Corbenic Partners
Pennsylvania
$417K 8,909 -12,262 -58%
PL
185
Plancorp LLC
Missouri
$416K 8,884 +26 +0.3%
OAM
186
Occidental Asset Management
California
$412K 8,800 +499 +6%
OC
187
Oarsman Capital
Wisconsin
$410K 8,754 -879 -9%
HSA
188
HBK Sorce Advisory
Pennsylvania
$405K 8,657 +107 +1%
Wolverine Trading
189
Wolverine Trading
Illinois
$404K 8,622 +1,173 +16%
TPWA
190
TRUE Private Wealth Advisors
Oregon
$395K 8,449 +1 +0%
CPA
191
Clear Perspective Advisors
Illinois
$390K 8,325 +3,560 +75%
MCM
192
Mengis Capital Management
Oregon
$382K 8,172 +33 +0.4%
JFA
193
JNBA Financial Advisors
Minnesota
$365K 7,799 +3,694 +90%
BFG
194
Bouchey Financial Group
New York
$362K 7,745 +1,620 +26%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$355K 7,579 +739 +11%
WC
196
Whitnell & Co
Illinois
$353K 7,545 -500 -6%
CAN
197
Cetera Advisor Networks
California
$353K 7,531 +416 +6%
BAM
198
Barrett Asset Management
New York
$346K 7,400 +200 +3%
WA
199
WBH Advisory
Maryland
$344K 7,355 +836 +13%
NFG
200
Nadler Financial Group
Illinois
$324K 6,922