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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 %
AAP
426
Arax Advisory Partners
Colorado
$4.66M -$113K -4,641 -2%
PAG
427
Paladin Advisory Group
Iowa
$4.66M +$4.66M +191,037 New
CIAS
428
Capital Investment Advisory Services
North Carolina
$4.65M +$123K +5,058 +3%
RF
429
Rollins Financial
Georgia
$4.65M -$609K -24,993 -12%
AIA
430
Armor Investment Advisors
North Carolina
$4.65M +$279K +11,427 +6%
CA
431
Cambridge Advisors
Nebraska
$4.61M +$17.2K +705 +0.4%
Kovitz Investment Group Partners
432
Kovitz Investment Group Partners
Illinois
$4.61M +$4.61M +189,117 New
SAS
433
Sage Advisory Services
Texas
$4.56M +$37.8K +1,551 +0.8%
HA
434
Hofer & Associates
California
$4.55M -$17.8K -708 -0.4%
SEI Investments
435
SEI Investments
Pennsylvania
$4.51M -$464K -19,008 -9%
CF
436
Centaurus Financial
California
$4.46M +$513K +21,021 +13%
CAM
437
Concorde Asset Management
Michigan
$4.45M +$3.46M +141,882 +351%
TFA
438
Teamwork Financial Advisors
Texas
$4.42M +$2.31M +94,713 +109%
SWA
439
Stratos Wealth Advisors
Ohio
$4.41M +$2.85M +116,994 +184%
ST
440
Smithfield Trust
Pennsylvania
$4.38M -$208K -8,547 -5%
HNWAG
441
High Net Worth Advisory Group
Florida
$4.38M -$878 -36 -0%
SOS
442
Silver Oak Securities
Tennessee
$4.37M +$385K +15,786 +10%
SKK
443
Shepherd Kaplan Krochuk
Massachusetts
$4.34M +$47K +1,926 +1%
IF
444
Intrua Financial
Texas
$4.3M +$320K +13,686 +8%
HT
445
HighTower Trust
Texas
$4.28M +$226K +9,441 +6%
EWA
446
Evolution Wealth Advisors
Florida
$4.27M -$283K -11,595 -6%
PCWA
447
Pacific Capital Wealth Advisors
California
$4.25M -$13.8K -567 -0.3%
ACS
448
Archford Capital Strategies
Illinois
$4.25M -$117K -4,794 -3%
NIC
449
Northwest Investment Counselors
Oregon
$4.24M -$43.9K -1,800 -1%
AA
450
Auxano Advisors
Washington
$4.23M +$1.74M +71,550 +70%