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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 %
CWM
326
Curi Wealth Management
North Carolina
$6.99M -$356K -14,613 -5%
WIP
327
WealthCare Investment Partners
Rhode Island
$6.93M -$204K -8,349 -3%
JWS
328
Juncture Wealth Strategies
Arizona
$6.92M +$1.45M +59,463 +26%
MTWM
329
Masso Torrence Wealth Management
New Jersey
$6.91M -$603K -24,732 -8%
APC
330
Asset Planning Corporation
Tennessee
$6.84M -$33.3K -1,365 -0.5%
BWM
331
Benchmark Wealth Management
Connecticut
$6.83M +$98.5K +4,014 +1%
MS
332
Madden Securities
Texas
$6.81M +$13.1K +537 +0.2%
BW
333
Bison Wealth
Georgia
$6.79M +$1.94M +83,088 +40%
DOA
334
D'Orazio & Associates
Virginia
$6.76M -$856K -35,118 -11%
CST
335
Charles Schwab Trust
Nevada
$6.75M -$287K -11,757 -4%
JIP
336
Jaffetilchin Investment Partners
Florida
$6.72M +$5.38M +220,776 +404%
CFMC
337
Curbstone Financial Management Corp
New Hampshire
$6.71M +$928K +38,034 +16%
AWA
338
Arkadios Wealth Advisors
Georgia
$6.6M +$261K +10,701 +4%
AF
339
Allworth Financial
California
$6.59M -$1.05M -43,113 -14%
OP
340
ORG Partners
Indiana
$6.58M +$6.58M +268,329 New
JWCA
341
J.W. Cole Advisors
Florida
$6.53M +$1.18M +48,573 +22%
LNB
342
Ledyard National Bank
$6.5M +$2M +82,158 +45%
OC
343
Oppenheimer & Co
New York
$6.49M +$3.45M +141,285 +113%
CSPIA
344
Cary Street Partners Investment Advisory
Virginia
$6.46M -$35.6K -1,458 -0.5%
Brown Advisory
345
Brown Advisory
Maryland
$6.43M +$857K +35,124 +15%
MWM
346
Meridian Wealth Management
Kentucky
$6.36M -$193K -7,902 -3%
SJIM
347
St. Johns Investment Management
Florida
$6.34M -$71.7K -2,940 -1%
AC
348
Avant Capital
Louisiana
$6.33M +$364K +14,925 +6%
OHWP
349
Oak Harbor Wealth Partners
North Carolina
$6.32M +$331K +13,563 +6%
GB
350
Goepper Burkhardt
South Carolina
$6.31M +$349K +14,301 +6%