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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 %
ACS
351
Archford Capital Strategies
Illinois
$4.44M +$129K +5,841 +3%
OPA
352
Old Port Advisors
Maine
$4.39M +$32.8K +1,410 +0.8%
AUB
353
Atlantic Union Bankshares
Virginia
$4.39M +$353K +15,936 +9%
CCMD
354
Cypress Capital Management (Delaware)
Delaware
$4.35M -$166K -7,497 -4%
SGI
355
Summit Global Investments
Utah
$4.3M -$181K -8,169 -4%
BAM
356
Belpointe Asset Management
Nevada
$4.29M +$152K +6,861 +4%
RDWM
357
Red Door Wealth Management
Tennessee
$4.29M +$250K +11,292 +6%
RF
358
Rollins Financial
Georgia
$4.24M +$81.3K +3,672 +2%
USCWA
359
U.S. Capital Wealth Advisors
Texas
$4.22M -$605K -27,309 -13%
PCMN
360
Paradigm Capital Management (Nevada)
Nevada
$4.22M +$200K +9,015 +5%
AssetMark Inc
361
AssetMark Inc
California
$4.21M -$731K -33,018 -15%
DBRC
362
D.B. Root & Company
Pennsylvania
$4.19M +$243K +10,965 +6%
FFS
363
Founders Financial Securities
Maryland
$4.13M +$718K +32,418 +21%
SKK
364
Shepherd Kaplan Krochuk
Massachusetts
$4.1M -$276K -12,483 -6%
EWA
365
Evolution Wealth Advisors
Florida
$4.1M -$1M -45,201 -20%
SAS
366
Sage Advisory Services
Texas
$4.07M +$37.9K +1,710 +0.9%
CGA
367
Crescent Grove Advisors
Illinois
$4.03M
CCG
368
Coastwise Capital Group
California
$4M +$39.1K +1,767 +1%
IF
369
Intrua Financial
Texas
$3.98M +$917K +41,406 +30%
CA
370
Cambridge Advisors
Nebraska
$3.98M +$1.08M +48,696 +37%
HNWAG
371
High Net Worth Advisory Group
Florida
$3.97M -$5.25K -237 -0.1%
SBL
372
Sargent Bickham Lagudis
Colorado
$3.96M -$39K -1,761 -1%
HAS
373
HBW Advisory Services
California
$3.95M +$92.9K +4,194 +2%
TA
374
TruWealth Advisors
Louisiana
$3.94M +$1.19M +53,649 +43%
HGERS
375
Householder Group Estate & Retirement Specialist
Arizona
$3.94M +$318K +14,367 +9%