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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.

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 Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$372M 7,915,147 -273,229 -3%
Wealthfront Advisers
2
Wealthfront Advisers
California
$276M 5,884,363 +5,884,363 New
APP
3
Avantax Planning Partners
Iowa
$106M 2,260,264 +138,938 +7%
UBS Group
4
UBS Group
Switzerland
$92.7M 1,973,819 -105,813 -5%
AAIM
5
Asset Advisors Investment Management
Georgia
$65.8M 1,399,965 -18,258 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$48.5M 1,032,646 +264,110 +34%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$48.5M 1,032,206 +274,714 +36%
AllianceBernstein
8
AllianceBernstein
Tennessee
$48.2M 1,027,217 +162,700 +19%
Bank of America
9
Bank of America
North Carolina
$45.2M 961,528 +193,770 +25%
LPL Financial
10
LPL Financial
California
$41.8M 889,680 +349,613 +65%
MIH
11
Madison Investment Holdings
Wisconsin
$37.8M 804,629 +2,340 +0.3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$35.7M 760,879 -201,327 -21%
Wells Fargo
13
Wells Fargo
California
$27.9M 594,056 +3,897 +0.7%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$27M 574,824 +6,056 +1%
Ameriprise
15
Ameriprise
Minnesota
$26M 553,337 +97,278 +21%
PRS
16
Pinkerton Retirement Specialists
Idaho
$25.5M 542,463 +31,432 +6%
Mariner
17
Mariner
Kansas
$25M 531,674 +42,375 +9%
Morgan Stanley
18
Morgan Stanley
New York
$24.6M 524,565 +86,755 +20%
HWA
19
HHM Wealth Advisors
Tennessee
$24.1M 512,097 +512,097 New
SWMG
20
Strategic Wealth Management Group
Maryland
$22M 467,850 +467,850 New
SAM
21
Summit Asset Management
Tennessee
$20.4M 435,224 +8,960 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$19.2M 409,599 +36,484 +10%
AG
23
Advisor Group
Arizona
$16.3M 345,985 +37,991 +12%
DADC
24
D.A. Davidson & Co
Montana
$15M 319,878 +6,202 +2%
ACM
25
Argent Capital Management
Missouri
$14.9M 318,142 +318,142 New