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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 %
WMWM
276
Whitaker-Myers Wealth Managers
Ohio
$9.4M +$1.7M +69,567 +22%
RA
277
Ruggaard & Associates
Ohio
$9.21M +$9.21M +377,598 New
MFG
278
Midwest Financial Group
Kansas
$9.19M +$9.19M +376,980 New
JF
279
Joule Financial
Kentucky
$9.09M +$108K +4,413 +1%
TA
280
TrueWealth Advisors
Alabama
$9.07M +$1.82M +74,664 +25%
RDIA
281
RE Dickinson Investment Advisors
Iowa
$9.06M +$8.86M +363,372 +4,526%
SCM
282
Spreng Capital Management
Ohio
$9M -$120K -4,926 -1%
CA
283
CGN Advisors
Kansas
$8.94M +$1.25M +51,405 +16%
AWS
284
Aspen Wealth Strategies
Colorado
$8.83M -$2.8M -114,639 -24%
AWM
285
Avior Wealth Management
Nebraska
$8.78M +$324K +13,314 +4%
TAM
286
Titleist Asset Management
Texas
$8.75M +$8.75M +358,824 New
VCP
287
Verus Capital Partners
Arizona
$8.7M +$1.89M +77,460 +28%
AWM
288
Aspire Wealth Management
Massachusetts
$8.65M +$60K +2,460 +0.7%
HBW
289
Hazlett, Burt & Watson
West Virginia
$8.5M +$614K +25,149 +8%
Citigroup
290
Citigroup
New York
$8.5M +$890K +36,495 +12%
BBW
291
Blue Barn Wealth
Utah
$8.47M +$536K +21,972 +7%
SWP
292
Stratos Wealth Partners
Ohio
$8.46M +$921K +37,773 +12%
SSWM
293
Sheets Smith Wealth Management
North Carolina
$8.44M -$232K -9,528 -3%
KJWM
294
Kiley Juergens Wealth Management
Washington
$8.43M +$348K +14,289 +4%
PIMG
295
Patriot Investment Management Group
Tennessee
$8.39M -$182K -7,461 -2%
DFA
296
DHJJ Financial Advisors
Illinois
$8.37M +$60.1K +2,466 +0.7%
SB
297
Strategic Blueprint
Georgia
$8.35M +$748K +30,663 +10%
SFG
298
SevenBridge Financial Group
Pennsylvania
$8.26M +$351K +14,406 +4%
JWBC
299
John W. Brooker & Co
California
$8.2M +$222K +9,036 +3%
HCP
300
Holt Capital Partners
Texas
$8.13M -$76.1K -3,120 -0.9%