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Schwab US Dividend Equity ETF

1,367 hedge funds and large institutions have $18.7B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 654 increasing their positions, 468 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,367
Holders Change
+32
Holders Change %
+2.4%
% of All Funds
21.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
3.72%
New
110
Increased
654
Reduced
468
Closed
68
Calls
$118M
Puts
$68.4M
Net Calls
+$49.2M
Net Calls Change
+$6.01M
Name Holding Trade Value Shares
Change
Shares
Change %
FMC
251
First Merchants Corp
Indiana
$11.1M +$637K +26,331 +6%
PCM
252
Pennsylvania Capital Management
Pennsylvania
$11M -$1.49M -61,518 -12%
CWA
253
Canvas Wealth Advisors
Kansas
$11M +$2.7M +107,253 +33%
PMG
254
ProVise Management Group
Florida
$10.9M -$731K -30,210 -6%
CAMV
255
Concord Asset Management (Virginia)
Virginia
$10.8M +$1.31M +54,294 +14%
WMWM
256
Whitaker-Myers Wealth Managers
Ohio
$10.8M +$1.48M +61,344 +16%
YIA
257
YHB Investment Advisors
Connecticut
$10.8M -$42.9K -1,773 -0.4%
PAI
258
Pittenger & Anderson Inc
Nebraska
$10.8M -$167K -6,888 -2%
WWM
259
Windsor Wealth Management
Indiana
$10.8M -$15.1M -624,423 -58%
BMCM
260
Bryn Mawr Capital Management
Pennsylvania
$10.5M -$4.42M -182,538 -30%
ES
261
Eagle Strategies
New York
$10.4M -$466K -19,245 -4%
FCI
262
Financial Counselors Inc
Kansas
$10.4M -$2.71M -112,062 -21%
CNWM
263
Clay Northam Wealth Management
California
$10.2M -$13.3K -549 -0.1%
SL
264
Systelligence LLC
Minnesota
$10.1M -$23.9M -989,160 -70%
KA
265
Kovack Advisors
Florida
$9.97M -$3.29M -136,059 -25%
SFWC
266
Strategic Family Wealth Counselors
New Jersey
$9.96M +$282K +11,637 +3%
ASN
267
Advisory Services Network
Georgia
$9.85M -$439K -18,141 -4%
RDIA
268
RE Dickinson Investment Advisors
Iowa
$9.78M +$786K +32,472 +9%
B
269
Bensler
Washington
$9.64M -$624K -25,773 -6%
CMP
270
Courage Miller Partners
Virginia
$9.63M +$155K +6,411 +2%
WAG
271
Winthrop Advisory Group
Massachusetts
$9.59M -$33.4K -1,380 -0.3%
LHEI
272
Leo H. Evart Inc
California
$9.51M -$135K -5,586 -1%
RG
273
Retirement Group
California
$9.49M -$279K -11,508 -3%
VCP
274
Verus Capital Partners
Arizona
$9.44M +$796K +32,874 +9%
LB
275
Leo Brokerage
Texas
$9.38M -$259K -10,698 -3%