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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 %
SSWM
201
Sheets Smith Wealth Management
North Carolina
$1.01M +$166K +10,629 +20%
WFG
202
Wills Financial Group
Virginia
$996K -$15.2K -972 -2%
HA
203
Harborview Advisors
Maine
$996K +$15.7K +1,002 +2%
SP
204
SWS Partners
Ohio
$993K +$94.5K +6,033 +11%
SLA
205
Silver Lake Advisory
Utah
$987K +$37.6K +2,400 +4%
EFS
206
Econ Financial Services
Pennsylvania
$972K +$972K +62,064 New
IAS
207
IMA Advisory Services
Colorado
$950K -$335K -21,420 -26%
GIA
208
GHP Investment Advisors
Colorado
$941K +$178K +11,364 +23%
LCM
209
Liberty Capital Management
Michigan
$937K -$3.57K -228 -0.4%
SFSG
210
Stearns Financial Services Group
North Carolina
$936K +$94.1K +6,006 +11%
SWRP
211
Summit Wealth & Retirement Planning
California
$923K +$923K +58,977 New
ML
212
McAdam LLC
Pennsylvania
$910K -$25.5K -1,626 -3%
BW
213
Bison Wealth
Georgia
$904K -$10.7K -684 -1%
AIA
214
Armor Investment Advisors
North Carolina
$893K +$60.2K +3,843 +7%
TW
215
Transform Wealth
Colorado
$884K -$1.88K -120 -0.2%
SFG
216
StrategIQ Financial Group
Indiana
$875K -$1.55K -99 -0.2%
OA
217
Opes Advisors
California
$868K -$101K -6,429 -10%
BBPWM
218
Blue Bell Private Wealth Management
Pennsylvania
$855K +$47.7K +3,045 +6%
WWM
219
Western Wealth Management
Colorado
$855K +$855K +54,657 New
H
220
HoyleCohen
California
$844K +$63.1K +4,026 +8%
SCCM
221
Schafer Cullen Capital Management
New York
$836K +$836K +53,406 New
EAM
222
Evanson Asset Management
California
$835K -$15.8K -1,011 -2%
PWM
223
Paulson Wealth Management
Illinois
$833K
VCAM
224
Van Cleef Asset Management
Ohio
$826K +$59.6K +3,807 +8%
PCMC
225
Private Capital Management (Colorado)
Colorado
$825K +$825K +52,668 New