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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 %
William Blair & Company
351
William Blair & Company
Illinois
$6.27M +$254K +10,395 +4%
SC
352
Scotia Capital
Ontario, Canada
$6.25M +$3.84M +157,383 +159%
SFA
353
Sequoia Financial Advisors
Ohio
$6.24M -$1.32M -54,126 -17%
TYCC
354
Texas Yale Capital Corp
Florida
$6.23M +$479K +19,650 +8%
BMCM
355
Burns Matteson Capital Management
New York
$6.22M -$209K -8,583 -3%
MSA
356
McAlister Sweet & Associates
Texas
$6.2M -$3.74M -153,384 -38%
GVAG
357
Great Valley Advisor Group
Delaware
$6.17M -$2.14M -87,627 -26%
SAMT
358
Select Asset Management & Trust
Pennsylvania
$6.17M +$1.18M +48,360 +24%
LGA
359
Lebenthal Global Advisors
New York
$6.15M -$73.3K -3,006 -1%
JWWM
360
Johnson & White Wealth Management
Pennsylvania
$6.06M +$3.28M +134,424 +118%
CAG
361
Curtis Advisory Group
California
$6.04M -$2.78M -114,072 -32%
UWM
362
USAdvisors Wealth Management
Minnesota
$6.03M +$162K +6,630 +3%
LWM
363
Ledge Wealth Management
Minnesota
$5.95M -$302K -12,399 -5%
Susquehanna International Group
364
Susquehanna International Group
Pennsylvania
$5.91M +$5.91M +242,328 New
CWM
365
Congress Wealth Management
Massachusetts
$5.89M +$5.89M +241,644 New
PVAMC
366
PPS&V Asset Management Consultants
Michigan
$5.87M -$61K -2,502 -1%
WIA
367
World Investment Advisors
California
$5.87M +$874K +35,841 +18%
SWM
368
Sendero Wealth Management
Texas
$5.83M +$1.49M +61,233 +34%
CFGS
369
Concourse Financial Group Securities
Alabama
$5.82M -$13.4K -549 -0.2%
SWM
370
Spire Wealth Management
Virginia
$5.81M +$2.32M +95,001 +66%
AWS
371
AJ Wealth Strategies
New York
$5.81M -$2.78M -114,168 -32%
BIP
372
Blueprint Investment Partners
North Carolina
$5.76M +$65.5K +2,685 +1%
MA
373
MBA Advisors
Pennsylvania
$5.73M +$23.1K +948 +0.4%
AOWM
374
Alpha Omega Wealth Management
Virginia
$5.71M -$64.7K -2,652 -1%
SS
375
Sunbelt Securities
Texas
$5.71M +$2.51M +104,241 +79%