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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 %
GFS
476
GYL Financial Synergies
Connecticut
$3.7M +$3.47M +142,455 +1,532%
FFWM
477
Future Financial Wealth Management
Ohio
$3.68M +$2.16M +87,891 +142%
ANTB
478
AMG National Trust Bank
Colorado
$3.65M +$223K +9,156 +7%
RC
479
Roundview Capital
New Jersey
$3.64M -$5.61M -230,073 -61%
CWA
480
Clearview Wealth Advisors
Oregon
$3.63M -$8.68M -355,926 -71%
OCM
481
Orion Capital Management
California
$3.63M +$833K +34,167 +30%
RC
482
Rovin Capital
Arizona
$3.62M -$1.2M -49,272 -25%
UBG
483
United Bank (Georgia)
Georgia
$3.6M +$59.5K +2,439 +2%
PCG
484
Prosperity Consulting Group
Maryland
$3.6M +$450K +18,465 +14%
WS
485
Wedbush Securities
California
$3.6M +$342K +14,040 +11%
CPP
486
Capasso Planning Partners
South Carolina
$3.58M +$109K +4,464 +3%
WIM
487
Warwick Investment Management
Texas
$3.57M +$183K +7,521 +5%
PWM
488
Perigon Wealth Management
California
$3.56M +$868K +35,589 +32%
Fidelity Investments
489
Fidelity Investments
Massachusetts
$3.51M +$133K +5,472 +4%
TF
490
Theory Financial
Colorado
$3.5M +$96.4K +3,954 +3%
CWM
491
Chesapeake Wealth Management
Virginia
$3.49M +$313K +12,840 +10%
SMC
492
Smith, Moore & Co
Missouri
$3.48M +$1.12M +45,798 +47%
GCP
493
GSA Capital Partners
United Kingdom
$3.48M +$3.48M +142,488 New
US Bancorp
494
US Bancorp
Minnesota
$3.46M -$303K -12,441 -8%
CS
495
Comerica Securities
Michigan
$3.46M -$431K -17,688 -11%
FHA
496
Flagship Harbor Advisors
Massachusetts
$3.46M +$676K +27,705 +24%
BDWCC
497
B&D White Capital Company
Texas
$3.45M -$32.4M -1,330,203 -90%
SA
498
SRH Advisors
Kansas
$3.45M -$153K -6,282 -4%
F4L
499
Fortune 45 LLC
Louisiana
$3.44M +$108K +4,434 +3%
AAS
500
Asset Allocation Strategies
Michigan
$3.43M -$12.3M -504,276 -78%