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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 %
PFWA
526
Paces Ferry Wealth Advisors
Georgia
$2.96M +$2.96M +121,293 New
OAM
527
Oppenheimer Asset Management
New York
$2.96M +$1.09M +44,505 +58%
GWM
528
Geneos Wealth Management
Colorado
$2.95M -$13.7M -560,424 -82%
EIG
529
Ellenbecker Investment Group
Wisconsin
$2.93M +$1.1M +44,994 +60%
OFP
530
OLIO Financial Planning
Virginia
$2.92M +$541K +22,191 +23%
MIH
531
Meitav Investment House
Israel
$2.91M -$176M -7,227,000 -98%
GWWM
532
Great Waters Wealth Management
Minnesota
$2.9M -$108K -4,431 -4%
SFMG
533
Sage Financial Management Group
Virginia
$2.89M -$549K -22,521 -16%
TWM
534
Triton Wealth Management
Arizona
$2.86M -$199K -8,322 -7%
NF
535
Nikulski Financial
Iowa
$2.85M -$57.1K -2,340 -2%
MCA
536
MSH Capital Advisors
Arizona
$2.84M +$384K +15,741 +16%
VAS
537
Vestmark Advisory Solutions
Massachusetts
$2.83M +$78.6K +3,225 +3%
AFA
538
American Financial Advisors
Georgia
$2.83M +$1.22M +49,872 +76%
CFO
539
Collective Family Office
Pennsylvania
$2.8M +$139K +5,700 +5%
Two Sigma Investments
540
Two Sigma Investments
New York
$2.79M -$3.42M -140,400 -55%
TFA
541
Transamerica Financial Advisors
Florida
$2.76M -$13K -534 -0.5%
SWM
542
SeaCrest Wealth Management
New York
$2.76M -$194K -7,965 -7%
T
543
TRUADVICE
Florida
$2.76M -$11.3M -466,428 -80%
CRI
544
Commonwealth Retirement Investments
Virginia
$2.73M +$248K +10,158 +10%
WFAG
545
Worth Financial Advisory Group
North Carolina
$2.73M +$318K +13,032 +13%
PGFC
546
Peapack-Gladstone Financial Corp
New Jersey
$2.72M -$251K -10,293 -8%
AMC
547
Asset Management Corp
Illinois
$2.71M +$301K +12,348 +13%
WA
548
WBH Advisory
Maryland
$2.7M +$2.7M +110,859 New
SSI
549
Scott & Selber Inc
Texas
$2.7M +$13.4K +549 +0.5%
CWS
550
Cypress Wealth Services
California
$2.69M +$75.4K +3,090 +3%