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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 %
HAIM
376
Hunter Associates Investment Management
Pennsylvania
$5.7M +$3.45M +141,285 +154%
VFIC
377
Valley Forge Investment Consultants
Pennsylvania
$5.66M -$273K -11,208 -5%
VFP
378
Verus Financial Partners
Virginia
$5.63M +$2.41M +103,602 +75%
AUB
379
Atlantic Union Bankshares
Virginia
$5.61M -$3.66K -150 -0.1%
HSA
380
HBK Sorce Advisory
Pennsylvania
$5.58M -$5.89M -241,632 -51%
AWM
381
Apollon Wealth Management
South Carolina
$5.55M -$311K -12,744 -5%
HAS
382
HBW Advisory Services
California
$5.55M +$449K +18,393 +9%
PWA
383
Providence Wealth Advisors
Illinois
$5.5M -$465K -19,035 -8%
CCG
384
Coastwise Capital Group
California
$5.5M +$550K +22,554 +11%
GLA
385
Great Lakes Advisors
Illinois
$5.49M -$2.32M -95,196 -30%
WWC
386
Waypoint Wealth Counsel
Georgia
$5.49M +$51.9K +2,130 +1%
JSL
387
JT Stratford LLC
Georgia
$5.45M +$1.45M +59,643 +36%
LPT
388
Legacy Private Trust
Wisconsin
$5.44M
VWA
389
Visionary Wealth Advisors
Illinois
$5.41M +$665K +27,282 +14%
SGI
390
Summit Global Investments
Utah
$5.39M -$66K -2,706 -1%
OCG
391
Opus Capital Group
Ohio
$5.38M -$52.8K -2,166 -1%
SFG
392
SNS Financial Group
Minnesota
$5.37M +$127K +5,220 +2%
PTP
393
Platform Technology Partners
New York
$5.35M -$286K -11,721 -5%
GSIS
394
Global Strategic Investment Solutions
Arizona
$5.34M +$1.98K +81 +0%
OPA
395
Old Port Advisors
Maine
$5.28M +$179K +7,284 +4%
AF
396
Advisornet Financial
Minnesota
$5.23M +$1.37M +56,091 +35%
EWM
397
Evergreen Wealth Management
Michigan
$5.22M -$139K -5,691 -3%
FCA
398
FLC Capital Advisors
California
$5.22M -$232K -9,510 -4%
JAG
399
Journey Advisory Group
Kentucky
$5.17M +$5.17M +211,803 New
CS
400
Crescent Sterling
Louisiana
$5.09M +$520K +21,321 +11%