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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 %
SWM
376
Sendero Wealth Management
Texas
$3.92M +$3.92M +176,949 New
PCWA
377
Pacific Capital Wealth Advisors
California
$3.91M -$868K -39,195 -18%
AWMG
378
Alliance Wealth Management Group
New Jersey
$3.9M -$947K -42,777 -20%
TCM
379
Towercrest Capital Management
Pennsylvania
$3.9M -$947K -42,777 -20%
NIC
380
Northwest Investment Counselors
Oregon
$3.89M -$188K -8,490 -5%
IA
381
IFG Advisory
Georgia
$3.89M +$158K +7,158 +4%
VWA
382
Visionary Wealth Advisors
Illinois
$3.88M -$16.2M -732,732 -81%
ST
383
Smithfield Trust
Pennsylvania
$3.88M -$397K -17,946 -9%
HA
384
Hofer & Associates
California
$3.85M +$145K +6,546 +4%
ML
385
McAdam LLC
Pennsylvania
$3.83M +$363K +16,404 +10%
Northern Trust
386
Northern Trust
Illinois
$3.82M -$96.6K -4,362 -2%
ACI
387
Alpha Cubed Investments
California
$3.82M +$295K +13,314 +8%
RA
388
Rodgers & Associates
Pennsylvania
$3.81M +$156K +7,038 +4%
FWM
389
ForthRight Wealth Management
Georgia
$3.79M +$128K +5,775 +3%
AFS
390
Access Financial Services
Minnesota
$3.78M +$59.2K +2,673 +2%
GB
391
Goepper Burkhardt
South Carolina
$3.77M +$953K +43,023 +34%
SEI Investments
392
SEI Investments
Pennsylvania
$3.75M +$629K +28,389 +20%
CIAS
393
Capital Investment Advisory Services
North Carolina
$3.71M -$202K -9,114 -5%
AIA
394
Armor Investment Advisors
North Carolina
$3.69M +$219K +9,888 +6%
BFEC
395
Benjamin F. Edwards & Company
Missouri
$3.63M +$449K +20,295 +14%
EFG
396
Everhart Financial Group
Ohio
$3.61M -$253K -11,427 -7%
FA
397
Fagan Associates
New York
$3.58M +$136K +6,147 +4%
EWA
398
EverSource Wealth Advisors
Alabama
$3.56M -$645K -29,118 -15%
CL
399
COWA LLC
Oklahoma
$3.55M -$164K -7,377 -4%
CF
400
Centaurus Financial
California
$3.55M +$29K +1,311 +0.8%