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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 %
FIA
526
Foundations Investment Advisors
Arizona
$1.84M +$396K +17,862 +27%
FNBOMD
527
First National Bank of Mount Dora
Florida
$1.84M
LWM
528
Laidlaw Wealth Management
New York
$1.82M
PFS
529
Prospera Financial Services
Texas
$1.8M +$229K +10,347 +15%
BWM
530
Baystate Wealth Management
Massachusetts
$1.76M -$55.9K -2,526 -3%
PA
531
Planning Alternatives
Michigan
$1.76M -$25.2K -1,137 -1%
MCM
532
MAI Capital Management
Ohio
$1.75M +$590K +26,652 +51%
CI
533
CX Institutional
Indiana
$1.75M +$1.3M +58,671 +289%
LF
534
LifeSteps Financial
California
$1.73M -$18.2K -822 -1%
CWM
535
Capital Wealth Management
Rhode Island
$1.72M +$139K +6,294 +9%
AMC
536
Asset Management Corp
Illinois
$1.71M +$439K +19,824 +34%
BW
537
Bison Wealth
Georgia
$1.69M -$72.9K -3,294 -4%
OAM
538
Oppenheimer Asset Management
New York
$1.69M +$328K +14,802 +24%
MA
539
Modus Advisors
Minnesota
$1.65M +$169K +7,614 +11%
SFPG
540
Stonebridge Financial Planning Group
Florida
$1.64M +$303K +13,680 +23%
SWA
541
Stratos Wealth Advisors
Ohio
$1.64M +$139K +6,276 +9%
SMC
542
Smith, Moore & Co
Missouri
$1.62M +$644K +29,103 +66%
RWP
543
Revolve Wealth Partners
New Jersey
$1.62M +$250K +11,304 +18%
SC
544
Scotia Capital
Ontario, Canada
$1.61M +$1.61M +72,585 New
CMS
545
Capital Market Strategies
Florida
$1.61M +$235K +10,599 +17%
AF
546
Advisornet Financial
Minnesota
$1.6M +$229K +10,335 +17%
TAM
547
Townsend Asset Management
North Carolina
$1.59M +$13.3K +600 +0.8%
AIM
548
Anchor Investment Management
South Carolina
$1.59M +$328K +14,829 +26%
TFGT
549
TS Financial Group (TSFG)
Illinois
$1.58M -$169K -7,641 -10%
BFPW
550
BOK Financial Private Wealth
Colorado
$1.58M +$157K +7,086 +11%