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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 %
MCA
501
MSH Capital Advisors
Arizona
$2.07M +$255K +11,508 +14%
PAG
502
Private Advisory Group
Washington
$2.07M +$2.07M +93,453 New
CIC
503
Cutler Investment Counsel
Oregon
$2.06M +$83.4K +3,768 +4%
ZIG
504
Zullo Investment Group
Pennsylvania
$2.06M +$107K +4,821 +5%
EIA
505
Eldridge Investment Advisors
New Hampshire
$2.05M -$251K -11,313 -11%
WCM
506
Washburn Capital Management
Florida
$2.02M +$2.02M +91,365 New
LFA
507
Legacy Financial Advisors
Kentucky
$2.02M +$2.02M +91,317 New
MCM
508
Maple Capital Management
Vermont
$2.01M +$71.5K +2,805 +4%
TFA
509
Transamerica Financial Advisors
Florida
$2.01M -$179K -8,085 -8%
AC
510
Abbrea Capital
California
$2.01M +$54.1K +2,442 +3%
US Bancorp
511
US Bancorp
Minnesota
$1.99M +$76.5K +3,453 +4%
DAS
512
Dynamic Advisor Solutions
Arizona
$1.99M +$239K +10,779 +14%
PWM
513
Perigon Wealth Management
California
$1.97M +$80.3K +3,627 +4%
BWM
514
BerganKDV Wealth Management
Minnesota
$1.97M -$250K -11,292 -11%
SFS
515
Sowell Financial Services
Arkansas
$1.95M +$1.95M +88,143 New
TC
516
Trust Company
Kansas
$1.93M +$33.6K +1,518 +2%
SHFP
517
Second Half Financial Partners
Florida
$1.92M -$35.7K -1,614 -2%
Susquehanna International Group
518
Susquehanna International Group
Pennsylvania
$1.91M -$511K -23,070 -21%
WS
519
Wedbush Securities
California
$1.9M +$1.3M +58,869 +220%
EFS
520
Essex Financial Services
Connecticut
$1.89M -$56.1K -2,532 -3%
Bank of New York Mellon
521
Bank of New York Mellon
New York
$1.89M +$34.1K +1,539 +2%
BCI
522
Brinker Capital Investments
Pennsylvania
$1.88M -$30.8K -1,392 -2%
ADL
523
Asset Dedication LLC
California
$1.88M +$1.88M +84,711 New
BAM
524
Berkshire Asset Management
Pennsylvania
$1.88M +$37.1K +1,674 +2%
MA
525
MAS Advisors
Florida
$1.84M -$367K -16,578 -17%