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Schwab US Dividend Equity ETF

1,373 hedge funds and large institutions have $19.3B invested in Schwab US Dividend Equity ETF in 2023 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 670 increasing their positions, 468 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
+6
Holders Change %
+0.44%
% of All Funds
21.89%
Holding in Top 10
238
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.79%
New
103
Increased
670
Reduced
468
Closed
77
Calls
$89.6M
Puts
$54.3M
Net Calls
+$35.3M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WFS
251
Weitzel Financial Services
Iowa
$11.1M +$10.5M +452,151 +1,650%
MA
252
MONECO Advisors
Connecticut
$11M -$478K -20,286 -4%
KMWM
253
Keudell/Morrison Wealth Management
Oregon
$11M -$514K -21,807 -4%
AT
254
Arden Trust
Delaware
$11M -$3.02M -128,022 -22%
MAM
255
Madison Asset Management
Wisconsin
$10.8M -$3.07M -130,212 -22%
FFWA
256
FRG Family Wealth Advisors
Washington
$10.8M -$188K -7,980 -2%
AI
257
Atria Investments
North Carolina
$10.7M -$160K -6,786 -1%
FMC
258
First Merchants Corp
Indiana
$10.7M -$129K -5,451 -1%
ES
259
Eagle Strategies
New York
$10.4M +$232K +9,822 +2%
JIC
260
JRM Investment Counsel
Nebraska
$10.3M -$5.91M -250,500 -36%
PCM
261
Pennsylvania Capital Management
Pennsylvania
$10.3M -$424K -17,973 -4%
WWM
262
Windsor Wealth Management
Indiana
$10.2M -$243K -10,284 -2%
RDIA
263
RE Dickinson Investment Advisors
Iowa
$10.2M +$688K +29,166 +7%
PAI
264
Pittenger & Anderson Inc
Nebraska
$10.2M -$344K -14,580 -3%
IA
265
IFP Advisors
Florida
$10.1M -$904K -38,340 -8%
AF
266
Advisornet Financial
Minnesota
$9.98M +$4.07M +172,659 +69%
CAAS
267
Capital Asset Advisory Services
Michigan
$9.97M +$8.76M +370,806 +721%
SFWC
268
Strategic Family Wealth Counselors
New Jersey
$9.97M +$259K +10,998 +3%
PMG
269
ProVise Management Group
Florida
$9.89M -$774K -32,805 -7%
CMP
270
Courage Miller Partners
Virginia
$9.88M +$493K +20,886 +5%
CWA
271
Canvas Wealth Advisors
Kansas
$9.8M -$289K -12,534 -3%
WLPWM
272
Walled Lake Planning & Wealth Management
Illinois
$9.79M -$4.65M -197,256 -32%
CNWM
273
Clay Northam Wealth Management
California
$9.72M -$214K -9,072 -2%
MFG
274
Midwest Financial Group
Kansas
$9.7M +$625K +26,505 +7%
YIA
275
YHB Investment Advisors
Connecticut
$9.66M -$876K -37,137 -8%