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Schwab US Dividend Equity ETF

223 hedge funds and large institutions have $831M invested in Schwab US Dividend Equity ETF in 2016 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
223
Holders Change
+28
Holders Change %
+14.36%
% of All Funds
5.96%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.51%
New
48
Increased
101
Reduced
42
Closed
18
Calls
$2.84M
Puts
$787K
Net Calls
+$2.05M
Net Calls Change
+$2.29M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
201
Simplex Trading
Illinois
$36K +$36K +2,619 New
AssetMark Inc
202
AssetMark Inc
California
$34K
Chevy Chase Trust
203
Chevy Chase Trust
Maryland
$26K +$3.47K +252 +15%
MWP
204
MYCIO Wealth Partners
Pennsylvania
$24K -$82.9K -5,991 -78%
WEC
205
Winslow Evans & Crocker
Massachusetts
$21.8K +$12.5K +903 +134%
TWA
206
TCI Wealth Advisors
Arizona
$21K +$21K +1,500 New
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$20K -$120K -8,934 -86%
FPFS
208
First Personal Financial Services
North Carolina
$16K -$8.97K -639 -36%
RBC
209
Roble Belko & Company
Pennsylvania
$16K +$13.5K +1,005 +540%
RFA
210
Reilly Financial Advisors
California
$15K +$15K +1,050 New
MSFP
211
Mark Sheptoff Financial Planning
Connecticut
$13K
MPWT
212
MassMutual Private Wealth & Trust
Connecticut
$12.4K
AOWM
213
Alpha Omega Wealth Management
Virginia
$12K +$12K +870 New
WT
214
Whittier Trust
California
$12K +$12K +873 New
EK
215
Evensky & Katz
Florida
$11K +$105 +9 +1%
PFS
216
Physicians Financial Services
North Carolina
$9K +$86 +6 +1%
CA
217
CapWealth Advisors
Tennessee
$7K
ACM
218
Armbruster Capital Management
New York
$7K
SEI Investments
219
SEI Investments
Pennsylvania
$6K
BWA
220
Burt Wealth Advisors
Maryland
$5K
FMP
221
Financial Management Professionals
Texas
$3K
PWM
222
Perigon Wealth Management
California
$3K
AWM
223
Avior Wealth Management
Nebraska
$2K
TIM
224
Tortoise Investment Management
New York
$1K
CCP
225
Cardan Capital Partners
Colorado
-$5.52M -412,716 Closed