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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 %
SCM
501
SevenOneSeven Capital Management
Pennsylvania
$3.39M +$303K +13,008 +10%
WWM
502
Western Wealth Management
Colorado
$3.34M +$200K +8,190 +6%
APIM
503
Agate Pass Investment Management
Washington
$3.32M -$67.5K -2,766 -2%
MFGM
504
Marshall Financial Group (Maryland)
Maryland
$3.31M +$59.2K +2,427 +2%
H
505
HoyleCohen
California
$3.3M +$218K +8,955 +7%
JPLA
506
Joseph P. Lucia & Associates
New York
$3.29M +$69.1K +2,835 +2%
USCWA
507
U.S. Capital Wealth Advisors
Texas
$3.26M -$1.37M -55,989 -29%
WWM
508
WT Wealth Management
Arizona
$3.24M +$61.4K +2,517 +2%
OPPS
509
Obsidian Personal Planning Solutions
Maryland
$3.23M +$113K +4,644 +4%
OCFG
510
O'Connor Financial Group
Illinois
$3.2M +$3.2M +131,334 New
BP
511
Broadleaf Partners
Ohio
$3.17M +$278K +11,409 +10%
WCM
512
Washburn Capital Management
Florida
$3.16M +$207K +8,505 +7%
SI
513
Stephens Inc
Arkansas
$3.16M +$873K +35,790 +38%
NCM
514
NCM Capital Management
New Jersey
$3.14M -$161K -6,603 -5%
AFO
515
Arrowroot Family Office
California
$3.14M +$3.14M +128,838 New
WLIM
516
White Lighthouse Investment Management
Massachusetts
$3.13M -$34.8K -1,425 -1%
LSIA
517
LaSalle St. Investment Advisors
Illinois
$3.12M +$252K +10,323 +9%
SWP
518
Semus Wealth Partners
Florida
$3.11M +$533K +21,837 +21%
KF
519
Krilogy Financial
Missouri
$3.11M +$41.2K +1,689 +1%
CL
520
COWA LLC
Oklahoma
$3.1M +$2.87M +1,965,540 +1,252%
HA
521
Hamel Associates
New Jersey
$3.09M -$35.2K -1,443 -1%
SAF
522
Smith Anglin Financial
Texas
$3.06M -$28.5K -1,167 -0.9%
EF
523
Exeter Financial
Arizona
$3.05M +$619K +25,365 +25%
ACM
524
Advisors Capital Management
New Jersey
$3.05M +$68.6K +2,814 +2%
RF
525
RHS Financial
California
$3.01M +$447K +18,318 +17%