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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 %
ANTB
451
AMG National Trust Bank
Colorado
$2.63M -$341K -15,399 -11%
NF
452
Nikulski Financial
Iowa
$2.63M -$12K -540 -0.5%
SFMG
453
Sage Financial Management Group
Virginia
$2.63M -$10K -453 -0.4%
BRWA
454
B. Riley Wealth Advisors
Florida
$2.63M +$656K +29,610 +33%
BP
455
Broadleaf Partners
Ohio
$2.61M +$2.26K +102 +0.1%
PGFC
456
Peapack-Gladstone Financial Corp
New Jersey
$2.6M -$347K -15,651 -12%
HA
457
Hamel Associates
New Jersey
$2.58M +$168K +7,575 +7%
LA
458
LexAurum Advisors
Kansas
$2.57M +$267K +12,075 +12%
MCCP
459
Mission Creek Capital Partners
California
$2.54M -$68.8K -3,108 -3%
MS
460
Madden Securities
Texas
$2.5M +$161K +7,269 +7%
OC
461
Oppenheimer & Co
New York
$2.5M +$565K +25,527 +29%
RC
462
Rovin Capital
Arizona
$2.5M +$1.13K +51 +0%
CA
463
CoreCap Advisors
Michigan
$2.48M +$98.9K +4,467 +4%
SSI
464
Scott & Selber Inc
Texas
$2.46M -$399 -18 -0%
IAP
465
Indie Asset Partners
Indiana
$2.46M -$207K -9,366 -8%
CFO
466
Collective Family Office
Pennsylvania
$2.45M +$535K +24,162 +28%
AAMC
467
Asset Allocation & Management Company
Illinois
$2.45M +$2.45M +110,418 New
PAMG
468
Patton Albertson Miller Group
Tennessee
$2.41M -$12.2K -552 -0.5%
Cerity Partners
469
Cerity Partners
New York
$2.41M +$543K +24,501 +29%
BSB
470
Bangor Savings Bank
Maine
$2.41M +$6.64K +300 +0.3%
HI
471
Hudock Inc
Pennsylvania
$2.37M +$1.25M +56,454 +112%
HL
472
HeadInvest LLC
Maine
$2.34M +$238K +10,755 +11%
WA
473
WBH Advisory
Maryland
$2.34M +$33.4K +1,509 +1%
BSW
474
Buckingham Strategic Wealth
Missouri
$2.32M +$64.4K +2,907 +3%
IAA
475
Independent Advisor Alliance
North Carolina
$2.32M +$2.32M +104,766 New