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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 %
NG
401
Northstar Group
New York
$3.52M -$7.97K -360 -0.2%
BAAM
402
Baker Avenue Asset Management
California
$3.44M +$2.51M +113,520 +271%
LGA
403
Lebenthal Global Advisors
New York
$3.4M -$99.1K -4,476 -3%
AA
404
Apriem Advisors
California
$3.4M +$155K +6,987 +5%
SIM
405
Seaview Investment Managers
Florida
$3.39M +$515K +23,277 +18%
MGIA
406
Moneta Group Investment Advisors
Missouri
$3.34M +$28.8K +1,302 +0.9%
RC
407
Roundview Capital
New Jersey
$3.32M -$10.7K -483 -0.3%
IRC
408
Investors Research Corp
Georgia
$3.3M +$241K +10,863 +8%
NS
409
Newman & Schimel
Illinois
$3.29M +$122K +5,505 +4%
SA
410
SRH Advisors
Kansas
$3.28M +$311K +14,064 +11%
GGI
411
GPM Growth Investors
Michigan
$3.28M -$66.7K -3,012 -2%
ECML
412
Eagle Capital Management (Louisiana)
Louisiana
$3.27M +$10.9K +492 +0.3%
CS
413
Comerica Securities
Michigan
$3.26M +$518K +23,376 +19%
UBG
414
United Bank (Georgia)
Georgia
$3.2M +$69.3K +3,129 +2%
AWM
415
Apollon Wealth Management
South Carolina
$3.2M -$12.2K -552 -0.4%
PPP
416
Private Portfolio Partners
New Jersey
$3.2M +$32.4K +1,464 +1%
JSL
417
JT Stratford LLC
Georgia
$3.2M +$43.4K +1,962 +1%
SMG
418
Spectrum Management Group
Indiana
$3.18M +$66 +3 +0%
PNC Financial Services Group
419
PNC Financial Services Group
Pennsylvania
$3.16M -$90.5K -4,086 -3%
ACM
420
Advisors Capital Management
New Jersey
$3.15M +$225K +8,841 +8%
CAM
421
Cresset Asset Management
Illinois
$3.12M -$457K -20,622 -13%
LNB
422
Ledyard National Bank
$3.09M +$82K +3,705 +3%
CPP
423
Capasso Planning Partners
South Carolina
$3.02M +$218K +9,825 +8%
SWM
424
Scissortail Wealth Management
Oklahoma
$2.98M +$2.98M +122,910 New
F4L
425
Fortune 45 LLC
Louisiana
$2.96M -$2.45M -110,796 -45%