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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 %
ML
451
McAdam LLC
Pennsylvania
$4.22M +$1.04M +42,663 +33%
AFS
452
Access Financial Services
Minnesota
$4.22M -$146K -6,003 -3%
PFS
453
Prospera Financial Services
Texas
$4.22M +$2.4M +98,535 +133%
LA
454
LexAurum Advisors
Kansas
$4.19M +$1.28M +52,590 +44%
PBO
455
Peoples Bank (Ohio)
Ohio
$4.13M -$1.03M -42,306 -20%
EWA
456
EverSource Wealth Advisors
Alabama
$4.12M +$285K +11,679 +7%
DWM
457
Dakota Wealth Management
Florida
$4.06M +$395K +16,191 +11%
PNC Financial Services Group
458
PNC Financial Services Group
Pennsylvania
$4.03M -$259K -10,614 -6%
IRC
459
Investors Research Corp
Georgia
$4.01M +$172K +7,038 +4%
GGI
460
GPM Growth Investors
Michigan
$3.98M +$158K +6,468 +4%
AWMG
461
Alliance Wealth Management Group
New Jersey
$3.95M -$191K -7,851 -5%
TCM
462
Towercrest Capital Management
Pennsylvania
$3.95M -$191K -7,851 -5%
DAS
463
Dynamic Advisor Solutions
Arizona
$3.88M +$865K +35,454 +29%
EFG
464
Everhart Financial Group
Ohio
$3.88M -$23.1K -948 -0.6%
PPP
465
Private Portfolio Partners
New Jersey
$3.83M +$155K +6,369 +4%
BPFA
466
Barnes Pettey Financial Advisors
Mississippi
$3.82M +$569K +23,349 +18%
SIM
467
Seaview Investment Managers
Florida
$3.81M +$118K +4,848 +3%
BRWA
468
B. Riley Wealth Advisors
Florida
$3.81M +$192K +7,869 +5%
CP
469
Capital Planning
Washington
$3.78M -$3.06M -125,409 -45%
NG
470
Northstar Group
New York
$3.78M -$62K -2,544 -2%
AA
471
Apriem Advisors
California
$3.77M +$73 +3 +0%
SFC
472
Strategic Financial Concepts
Texas
$3.77M +$3.77M +154,395 New
DC
473
Davenport & Co
Virginia
$3.74M +$154K +6,333 +4%
XF
474
XML Financial
Maryland
$3.73M +$412K +16,890 +12%
AWE
475
Avidian Wealth Enterprises
Texas
$3.72M +$3.52M +144,324 +1,799%