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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 %
CA
401
CapWealth Advisors
Tennessee
$5.07M +$248K +10,161 +5%
DBRC
402
D.B. Root & Company
Pennsylvania
$5.06M +$39.6K +1,623 +0.8%
RA
403
Rodgers & Associates
Pennsylvania
$5.04M +$690K +28,275 +16%
ACI
404
Alpha Cubed Investments
California
$5.04M +$313K +12,825 +7%
TBC
405
Ted Buchan & Co
California
$5.04M +$5.04M +206,532 New
HGERS
406
Householder Group Estate & Retirement Specialist
Arizona
$4.98M +$4.98M +204,084 New
HA
407
HC Advisors
Georgia
$4.97M -$237K -9,726 -5%
PIAS
408
PCA Investment Advisory Services
Ohio
$4.96M +$4.96M +203,304 New
BFEC
409
Benjamin F. Edwards & Company
Missouri
$4.95M +$302K +12,405 +7%
M&T Bank
410
M&T Bank
New York
$4.94M -$1.42M -58,176 -22%
WP
411
WealthPLAN Partners
Nebraska
$4.94M -$1.3M -53,418 -21%
CCM
412
Coldstream Capital Management
Washington
$4.93M -$562K -23,028 -10%
AssetMark Inc
413
AssetMark Inc
California
$4.92M +$657K +26,961 +15%
AOG
414
Alpha Omega Group
Virginia
$4.91M +$1.06M +43,326 +27%
BFM
415
Boston Financial Management
Massachusetts
$4.87M -$140K -5,736 -3%
RCWM
416
Royal Capital Wealth Management
Indiana
$4.82M +$877K +35,979 +22%
CL
417
Choreo LLC
Illinois
$4.78M +$4.34M +177,771 +969%
IA
418
IFG Advisory
Georgia
$4.78M -$155K -6,357 -3%
RDWM
419
Red Door Wealth Management
Tennessee
$4.77M -$77.8K -3,192 -2%
FA
420
Fagan Associates
New York
$4.76M +$147K +6,027 +3%
BAM
421
Belpointe Asset Management
Nevada
$4.73M +$1.01M +41,475 +27%
PFO
422
Pathstone Family Office
New Jersey
$4.72M -$4.77M -193,989 -50%
CIC
423
Carnegie Investment Counsel
Ohio
$4.69M +$1.87M +76,491 +66%
Northern Trust
424
Northern Trust
Illinois
$4.67M +$185K +7,572 +4%
MGIA
425
Moneta Group Investment Advisors
Missouri
$4.67M +$1.03M +42,081 +28%