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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 %
AG
476
Ascent Group
Virginia
$2.31M +$61.2K +2,484 +3%
CWS
477
Cypress Wealth Services
California
$2.3M +$106K +4,707 +5%
SWM
478
Spire Wealth Management
Virginia
$2.3M +$185K +8,343 +9%
ACG
479
Allen Capital Group
Nebraska
$2.27M -$5.58K -252 -0.2%
NCM
480
Northwest Capital Management
Oregon
$2.27M
AWM
481
Aevitas Wealth Management
Massachusetts
$2.25M +$458K +20,694 +26%
LWAC
482
Laurel Wealth Advisors (California)
California
$2.24M +$102K +4,617 +5%
EVC
483
Eidelman Virant Capital
Missouri
$2.24M
DIA
484
Dana Investment Advisors
Wisconsin
$2.23M +$11.4K +516 +0.5%
PCG
485
Prosperity Consulting Group
Maryland
$2.23M +$359K +16,191 +19%
AA
486
Auxano Advisors
Washington
$2.23M +$438K +19,764 +24%
KM
487
Kalos Management
Georgia
$2.17M +$27K +1,161 +1%
PWA
488
Physician Wealth Advisors
Utah
$2.17M +$198K +8,487 +10%
VFM
489
Valley Financial Management
New York
$2.17M +$2.17M +97,977 New
ERIM
490
Eagle Ridge Investment Management
Connecticut
$2.16M
Luther King Capital Management (LKCM)
491
Luther King Capital Management (LKCM)
Texas
$2.15M -$2.41M
WCG
492
Weaver Consulting Group
California
$2.15M
VAS
493
Vestmark Advisory Solutions
Massachusetts
$2.14M +$234K +10,548 +12%
JIC
494
Johnson Investment Counsel
Ohio
$2.13M +$420K +18,978 +25%
GIA
495
Guyasuta Investment Advisors
Pennsylvania
$2.12M
RCWM
496
Royal Capital Wealth Management
Indiana
$2.12M +$145K +6,558 +7%
CIA
497
Capital Investment Advisors
Georgia
$2.11M -$11K -498 -0.5%
FWM
498
Fortress Wealth Management
California
$2.09M +$60.8K +2,748 +3%
WF
499
Welch & Forbes
Massachusetts
$2.09M
OFP
500
OLIO Financial Planning
Virginia
$2.07M +$602K +27,210 +41%