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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 %
TWM
426
Triton Wealth Management
Arizona
$2.96M +$26.7K +1,149 +0.9%
APIM
427
Agate Pass Investment Management
Washington
$2.95M +$9.57K +432 +0.3%
XF
428
XML Financial
Maryland
$2.95M +$319K +14,409 +12%
SWM
429
SeaCrest Wealth Management
New York
$2.93M -$23.8K -1,074 -0.8%
Renaissance Technologies
430
Renaissance Technologies
New York
$2.91M +$2.91M +131,400 New
MIAN
431
Mariner Independent Advisor Network
Kansas
$2.91M +$240K +10,821 +9%
AOG
432
Alpha Omega Group
Virginia
$2.89M +$534K +24,090 +23%
WLIM
433
White Lighthouse Investment Management
Massachusetts
$2.87M +$94.8K +4,284 +3%
JPLA
434
Joseph P. Lucia & Associates
New York
$2.87M +$94.4K +4,266 +3%
DOA
435
D'Orazio & Associates
Virginia
$2.85M +$2.85M +128,700 New
DWM
436
Dakota Wealth Management
Florida
$2.84M +$2.84M +128,193 New
GPFA
437
Game Plan Financial Advisors
Ohio
$2.84M -$159K -7,200 -5%
WAM
438
Worth Asset Management
Texas
$2.83M +$1.78M +80,493 +170%
SAF
439
Smith Anglin Financial
Texas
$2.82M +$63.2K +2,856 +2%
NCM
440
NCM Capital Management
New Jersey
$2.81M -$4.92K -222 -0.2%
SAM
441
Secure Asset Management
Michigan
$2.8M -$174K -7,845 -6%
FPCM
442
Financial Partners Capital Management
New York
$2.78M +$73.3K +3,312 +3%
SCM
443
SevenOneSeven Capital Management
Pennsylvania
$2.78M -$1.2M -54,225 -30%
DC
444
Davenport & Co
Virginia
$2.77M +$500K +22,563 +22%
SS
445
Sunbelt Securities
Texas
$2.77M -$69K -3,117 -2%
H
446
HoyleCohen
California
$2.76M +$80.8K +3,651 +3%
MFGM
447
Marshall Financial Group (Maryland)
Maryland
$2.68M -$29.1K -1,314 -1%
CWM
448
Chesapeake Wealth Management
Virginia
$2.68M +$634K +28,641 +31%
OPPS
449
Obsidian Personal Planning Solutions
Maryland
$2.65M +$2.65M +119,730 New
Fidelity Investments
450
Fidelity Investments
Massachusetts
$2.65M +$216K +9,738 +9%