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Schwab US Dividend Equity ETF

1,154 hedge funds and large institutions have $13.9B invested in Schwab US Dividend Equity ETF in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 640 increasing their positions, 294 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
-22
Holders Change %
-1.87%
% of All Funds
19.96%
Holding in Top 10
213
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.41%
% of All Funds
3.68%
New
93
Increased
640
Reduced
294
Closed
97
Calls
$53.2M
Puts
$23.1M
Net Calls
+$30.1M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
251
Avior Wealth Management
Nebraska
$7.34M +$898K +40,593 +14%
PIMG
252
Patriot Investment Management Group
Tennessee
$7.29M +$168K +7,584 +2%
GLA
253
Great Lakes Advisors
Illinois
$7.25M +$2.29M +103,356 +46%
BBW
254
Blue Barn Wealth
Utah
$7.23M +$297K +13,434 +4%
LWP
255
Laurel Wealth Planning
Minnesota
$7.22M -$66.2K -2,988 -0.9%
JWBC
256
John W. Brooker & Co
California
$7.22M -$15.9K -717 -0.2%
KJWM
257
Kiley Juergens Wealth Management
Washington
$7.17M +$518K +23,379 +8%
NB
258
NBT Bank
New York
$7.13M -$397K -17,916 -5%
MSA
259
McAlister Sweet & Associates
Texas
$7.09M -$2.57M -115,932 -27%
TFA
260
Trinity Financial Advisors
Ohio
$6.88M +$2.81M +126,924 +69%
OFS
261
OneAscent Financial Services
Alabama
$6.83M +$301K +13,581 +5%
SAM
262
Smithbridge Asset Management
Pennsylvania
$6.77M +$246K +11,127 +4%
ICM
263
Islay Capital Management
Texas
$6.71M -$2.33M -105,240 -26%
AWM
264
AE Wealth Management
Kansas
$6.65M -$630K -28,452 -9%
HI
265
Harbour Investments
Wisconsin
$6.63M
BC
266
Burleson & Co
California
$6.59M +$73.5K +3,318 +1%
LFAS
267
Level Four Advisory Services
Texas
$6.55M +$71.9K +3,249 +1%
SFG
268
SevenBridge Financial Group
Pennsylvania
$6.53M +$244K +11,028 +4%
SVWAG
269
Sound View Wealth Advisors Group
Georgia
$6.51M -$79.4K -3,585 -1%
JWS
270
Juncture Wealth Strategies
Arizona
$6.5M +$233K +10,527 +4%
CAL
271
Capital Analysts LLC
Pennsylvania
$6.44M -$246K -11,088 -4%
SWP
272
Stratos Wealth Partners
Ohio
$6.42M -$1.12M -50,679 -15%
MTWM
273
Masso Torrence Wealth Management
New Jersey
$6.4M +$115K +5,199 +2%
ASN
274
Advisory Services Network
Georgia
$6.39M -$489K -22,101 -7%
WIM
275
WealthPlan Investment Management
Nebraska
$6.38M +$6.38M +251,763 New