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Schwab US Dividend Equity ETF

1,335 hedge funds and large institutions have $18.3B invested in Schwab US Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 698 increasing their positions, 385 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,335
Holders Change
+18
Holders Change %
+1.37%
% of All Funds
21.37%
Holding in Top 10
262
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.5%
% of All Funds
4.19%
New
122
Increased
698
Reduced
385
Closed
73
Calls
$93.4M
Puts
$50.2M
Net Calls
+$43.2M
Net Calls Change
-$6.95M
Name Holding Trade Value Shares
Change
Shares
Change %
YIA
251
YHB Investment Advisors
Connecticut
$10.9M +$426K +17,460 +4%
FHC
252
First Heartland Consultants
Missouri
$10.9M +$658K +27,000 +6%
PCM
253
Presidio Capital Management
California
$10.8M -$397K -16,284 -4%
FWM
254
ForthRight Wealth Management
Georgia
$10.7M +$6.58M +269,901 +159%
PAG
255
Powers Advisory Group
Illinois
$10.6M +$1.1M +45,303 +12%
FMC
256
First Merchants Corp
Indiana
$10.5M +$807K +33,096 +8%
BF
257
BOK Financial
Oklahoma
$10.5M -$534K -21,900 -5%
ASN
258
Advisory Services Network
Georgia
$10.4M +$2.79M +114,375 +37%
B
259
Bensler
Washington
$10.3M -$302K -12,375 -3%
CNWM
260
Clay Northam Wealth Management
California
$10.3M +$86K +3,525 +0.8%
CIBC World Market
261
CIBC World Market
Ontario, Canada
$10M -$2.24M -91,731 -18%
Jane Street
262
Jane Street
New York
$9.86M -$22.2M -910,950 -69%
Rockefeller Capital Management
263
Rockefeller Capital Management
New York
$9.84M +$436K +17,889 +5%
RG
264
Retirement Group
California
$9.84M +$58.9K +2,415 +0.6%
SFWC
265
Strategic Family Wealth Counselors
New Jersey
$9.75M +$612K +25,089 +7%
LHEI
266
Leo H. Evart Inc
California
$9.72M -$783K -32,112 -7%
LB
267
Leo Brokerage
Texas
$9.71M +$9.71M +398,298 New
WAG
268
Winthrop Advisory Group
Massachusetts
$9.7M -$62K -2,544 -0.6%
M1FG
269
Mach-1 Financial Group
Arkansas
$9.68M +$9.68M +7,242 New
CAMV
270
Concord Asset Management (Virginia)
Virginia
$9.58M +$2.37M +97,221 +33%
FTS
271
Fifth Third Securities
Ohio
$9.55M +$145K +5,946 +2%
CMP
272
Courage Miller Partners
Virginia
$9.55M -$356K -14,607 -4%
ICM
273
Islay Capital Management
Texas
$9.53M +$2.31M +94,851 +32%
IWM
274
IHT Wealth Management
Illinois
$9.5M +$1.67M +68,541 +21%
CW
275
CreativeOne Wealth
Kansas
$9.45M +$2.52M +103,263 +36%