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Schwab US Dividend Equity ETF

263 hedge funds and large institutions have $1.2B invested in Schwab US Dividend Equity ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 63 reducing their positions, and 10 closing their positions.

Holders
263
Holders Change
+24
Holders Change %
+10.04%
% of All Funds
6.58%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.53%
New
40
Increased
123
Reduced
63
Closed
10
Calls
$5.29M
Puts
$444K
Net Calls
+$4.85M
Net Calls Change
+$647K
Name Holding Trade Value Shares
Change
Shares
Change %
AA
201
Ancora Advisors
Ohio
$220K +$220K +15,126 New
MWAC
202
Mariner Wealth Advisors (Cincinnati)
Ohio
$219K -$219K -15,120 -50%
AF
203
Allworth Financial
California
$213K -$135K -9,267 -39%
SWA
204
Sutton Wealth Advisors
Florida
$198K +$1.35K +93 +0.7%
JFA
205
JNBA Financial Advisors
Minnesota
$179K -$201K -13,839 -53%
GWM
206
Geneos Wealth Management
Colorado
$167K
CG
207
Cutler Group
California
$166K -$34.2K -2,358 -17%
DAM
208
Delta Asset Management
Tennessee
$166K
FFC
209
First Financial Corp
Indiana
$155K +$52.2K +3,600 +51%
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$146K +$48.7K +3,411 +50%
CPIG
211
Chicago Partners Investment Group
Illinois
$131K
LWMT
212
Legacy Wealth Management (Tennessee)
Tennessee
$130K +$130K +8,970 New
MA
213
MUFG Americas
New York
$130K
CFA
214
Carroll Financial Associates
North Carolina
$127K
MWM
215
MinichMacGregor Wealth Management
New York
$123K
SEI Investments
216
SEI Investments
Pennsylvania
$123K +$116K +8,022 +1,783%
DSC
217
Duncker Streett & Co
Missouri
$122K
BTIS
218
BB&T Investment Services
North Carolina
$106K +$106K +7,296 New
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$88K
CDIA
220
Capital Directions Investment Advisors
Georgia
$86K +$22.3K +1,542 +35%
WAM
221
Wealthspire Advisors (Maryland)
Maryland
$75K -$5.09K -348 -6%
JIC
222
Joel Isaacson & Co
New York
$70K
BlackRock
223
BlackRock
New York
$61K -$2.13K -147 -3%
SIG
224
Stanford Investment Group
California
$58K
HNB
225
Huntington National Bank
Ohio
$56K -$54K