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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 %
Brown Advisory
326
Brown Advisory
Maryland
$4.94M -$18.5K -837 -0.4%
JWWM
327
Johnson & White Wealth Management
Pennsylvania
$4.91M +$4.91M +221,676 New
PBO
328
Peoples Bank (Ohio)
Ohio
$4.89M +$62.5K +2,823 +1%
OCG
329
Opus Capital Group
Ohio
$4.89M +$138K +6,243 +3%
FI
330
Financial Insights
Washington
$4.89M +$4.89M +220,749 New
MA
331
MBA Advisors
Pennsylvania
$4.86M +$83.1K +3,753 +2%
GSIS
332
Global Strategic Investment Solutions
Arizona
$4.84M -$387K -17,493 -7%
BIA
333
Bell Investment Advisors
California
$4.83M +$468K +21,123 +11%
AAP
334
Arax Advisory Partners
Colorado
$4.78M +$232K +10,479 +5%
HA
335
HC Advisors
Georgia
$4.75M +$548K +24,744 +13%
CA
336
CGN Advisors
Kansas
$4.74M +$4.74M +214,050 New
SFA
337
Sequoia Financial Advisors
Ohio
$4.72M +$744K +33,597 +19%
BWM
338
Benchmark Wealth Management
Connecticut
$4.72M +$126K +5,709 +3%
MWM
339
Meridian Wealth Management
Kentucky
$4.69M -$2.88M -130,245 -38%
SFWA
340
Summit Financial Wealth Advisors
Louisiana
$4.67M +$305K +12,630 +7%
BFM
341
Boston Financial Management
Massachusetts
$4.67M -$61.6K -2,781 -1%
GB
342
Gunma Bank
Japan
$4.65M
LWM
343
Ledge Wealth Management
Minnesota
$4.59M -$776K -35,034 -14%
WIA
344
World Investment Advisors
California
$4.58M +$268K +12,114 +6%
VFIC
345
Valley Forge Investment Consultants
Pennsylvania
$4.54M +$742K +33,522 +20%
CFGS
346
Concourse Financial Group Securities
Alabama
$4.53M +$400K +18,066 +10%
WWM
347
Western Wealth Management
Colorado
$4.5M +$534K +23,589 +13%
SFG
348
SNS Financial Group
Minnesota
$4.5M +$262K +11,853 +6%
SAMT
349
Select Asset Management & Trust
Pennsylvania
$4.49M -$1.51M -68,049 -25%
CP
350
Coho Partners
Pennsylvania
$4.45M +$4.45M +200,721 New