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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 %
CB
551
Commerce Bank
Missouri
$1.57M +$135K +6,078 +9%
LCM
552
Liberty Capital Management
Michigan
$1.56M +$210K +9,492 +16%
GIA
553
GHP Investment Advisors
Colorado
$1.56M +$32.6K +1,470 +2%
CCM
554
Ciovacco Capital Management
Georgia
$1.55M -$81.6K -3,684 -5%
RW
555
RVW Wealth
California
$1.54M -$91.6K -4,137 -6%
ACM
556
AlphaStar Capital Management
North Carolina
$1.54M +$323K +14,577 +27%
FHA
557
Flagship Harbor Advisors
Massachusetts
$1.54M +$15.7K +711 +1%
JCM
558
Janney Capital Management
Pennsylvania
$1.54M -$44.5K -2,010 -3%
OCM
559
Orion Capital Management
California
$1.53M +$1.53M +69,069 New
EWM
560
Empirical Wealth Management
Washington
$1.52M +$58.6K +2,646 +4%
CC
561
Cypress Capital
Tennessee
$1.51M +$1.51M +68,307 New
WP
562
WealthSource Partners
California
$1.5M +$327K +14,754 +28%
EA
563
Emerald Advisors
Washington
$1.48M +$11.4K +513 +0.8%
TFA
564
Teamwork Financial Advisors
Texas
$1.48M +$564K +25,458 +61%
MA
565
Momentum Advisors
New York
$1.48M +$58.5K +2,640 +4%
MTIC
566
Missouri Trust & Investment Company
Missouri
$1.46M +$83.9K +3,786 +6%
TPW
567
Transatlantique Private Wealth
New York
$1.46M +$742K +33,540 +103%
JWM
568
Jackson Wealth Management
Florida
$1.44M +$863K +38,982 +150%
NGA
569
Naples Global Advisors
Florida
$1.44M -$12.2K -549 -0.8%
HAIM
570
Hunter Associates Investment Management
Pennsylvania
$1.43M +$467K +21,093 +49%
NL
571
NWAM LLC
Washington
$1.43M -$29.8K -1,344 -2%
KTC
572
Kistler-Tiffany Companies
Pennsylvania
$1.41M -$71.8K -3,240 -5%
AIM
573
AHL Investment Management
Florida
$1.41M -$20.1K -906 -1%
SI
574
Stephens Inc
Arkansas
$1.41M +$269K +12,144 +24%
CIA
575
Choate Investment Advisors
Massachusetts
$1.39M +$1.39M +62,970 New