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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 %
CW
301
CreativeOne Wealth
Kansas
$5.61M +$1.41M +63,579 +34%
WIP
302
WealthCare Investment Partners
Rhode Island
$5.55M +$699K +31,575 +14%
AC
303
Avant Capital
Louisiana
$5.55M +$233K +10,521 +4%
RWA
304
Rainsberger Wealth Advisors
Colorado
$5.54M +$133K +6,015 +2%
CAMV
305
Concord Asset Management (Virginia)
Virginia
$5.5M +$584K +26,370 +12%
NFG
306
Nations Financial Group
Iowa
$5.48M +$1.47M +66,294 +37%
DI
307
DAGCO Inc
Ohio
$5.45M +$4.67M +217,209 +599%
CFG
308
Cooper Financial Group
California
$5.44M +$4.83M +218,148 +796%
AOWM
309
Alpha Omega Wealth Management
Virginia
$5.42M -$10.3K -465 -0.2%
PTP
310
Platform Technology Partners
New York
$5.36M +$437K +19,749 +9%
HSA
311
HBK Sorce Advisory
Pennsylvania
$5.26M +$501K +22,647 +11%
OHWP
312
Oak Harbor Wealth Partners
North Carolina
$5.23M +$170K +7,686 +3%
ACA
313
Aspire Capital Advisors
Washington
$5.19M +$292K +13,203 +6%
BIP
314
Blueprint Investment Partners
North Carolina
$5.18M -$3.06K -138 -0.1%
AT
315
Arden Trust
Delaware
$5.17M +$1.67M +75,456 +48%
CWM
316
Curi Wealth Management
North Carolina
$5.15M +$5.13M +231,543 +21,439%
UWM
317
USAdvisors Wealth Management
Minnesota
$5.14M +$280K +12,663 +6%
SJIM
318
St. Johns Investment Management
Florida
$5.06M +$3.82M +172,539 +309%
CWA
319
Canvas Wealth Advisors
Kansas
$5.03M +$856K +35,487 +20%
TYCC
320
Texas Yale Capital Corp
Florida
$5.02M -$231K -10,449 -4%
FCA
321
FLC Capital Advisors
California
$5.02M -$366K -16,512 -7%
WFA
322
Wipfli Financial Advisors
Wisconsin
$5M -$511K -23,064 -9%
CFMC
323
Curbstone Financial Management Corp
New Hampshire
$4.98M +$190K +8,598 +4%
William Blair & Company
324
William Blair & Company
Illinois
$4.98M -$68.4K -3,087 -1%
JWCA
325
J.W. Cole Advisors
Florida
$4.95M +$1.11M +50,013 +29%