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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 %
FIA
301
Foundations Investment Advisors
Arizona
$8.11M +$6.46M +264,948 +392%
GSIAS
302
Garden State Investment Advisory Services
New Jersey
$8.03M -$770K -31,563 -9%
RF
303
Robbins Farley
New Hampshire
$7.95M +$1.95M +79,974 +33%
WA
304
Waverly Advisors
Alabama
$7.9M +$652K +26,736 +9%
LFAS
305
Level Four Advisory Services
Texas
$7.89M -$22.6K -927 -0.3%
CWA
306
Canvas Wealth Advisors
Kansas
$7.89M +$2.42M +100,938 +44%
BWM
307
BCS Wealth Management
Tennessee
$7.87M -$2.56M -104,982 -25%
NB
308
NBT Bank
New York
$7.74M +$132K +5,430 +2%
CAL
309
Capital Analysts LLC
Pennsylvania
$7.73M +$495K +20,301 +7%
CAG
310
Compass Advisory Group
New York
$7.71M +$446K +18,294 +6%
GB
311
Gunma Bank
Japan
$7.61M +$3.59M +147,000 +89%
CA
312
Cresta Advisors
Texas
$7.6M -$146K -5,976 -2%
MFA
313
Mayflower Financial Advisors
Massachusetts
$7.55M +$581K +23,829 +8%
MAG
314
Mayfair Advisory Group
Alabama
$7.49M +$1.26M +51,357 +20%
MF
315
Meridian Financial
Massachusetts
$7.47M +$581K +23,817 +8%
EA
316
Eudaimonia Advisors
Tennessee
$7.44M +$127K +5,190 +2%
CFG
317
Cooper Financial Group
California
$7.32M +$680K +27,882 +10%
KIA
318
KCM Investment Advisors
California
$7.32M +$262K +10,737 +4%
LWP
319
Laurel Wealth Planning
Minnesota
$7.26M -$647K -26,529 -8%
RWA
320
Rainsberger Wealth Advisors
Colorado
$7.24M -$2.53M -103,815 -26%
WT
321
Whittier Trust
California
$7.2M -$921K -37,761 -11%
SAM
322
Smithbridge Asset Management
Pennsylvania
$7.2M -$119K -4,887 -2%
SFWA
323
Summit Financial Wealth Advisors
Louisiana
$7.09M +$1.35M +55,557 +24%
ZIMP
324
Zimmermann Investment Management & Planning
Pennsylvania
$7.06M +$456K +18,705 +7%
BIA
325
Bell Investment Advisors
California
$7.05M +$231K +9,468 +3%