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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 %
AAMC
551
Asset Allocation & Management Company
Illinois
$2.69M
BSB
552
Bangor Savings Bank
Maine
$2.68M +$33.7K +1,383 +1%
SS
553
Simplicity Solutions
Minnesota
$2.67M +$2.67M +109,680 New
AC
554
Abbrea Capital
California
$2.65M +$111K +4,536 +4%
RIA
555
Realta Investment Advisors
Delaware
$2.64M +$2.36M +96,741 +834%
SC
556
Savant Capital
Illinois
$2.63M +$1.57M +64,488 +149%
JIC
557
Johnson Investment Counsel
Ohio
$2.61M +$22.5K +924 +0.9%
IAA
558
Independent Advisor Alliance
North Carolina
$2.61M -$85.3K -3,498 -3%
MCM
559
MAI Capital Management
Ohio
$2.6M +$323K +13,236 +14%
TPW
560
Transatlantique Private Wealth
New York
$2.57M +$282K +11,568 +12%
BAAM
561
Baker Avenue Asset Management
California
$2.56M -$1.86M -76,266 -42%
PAMG
562
Patton Albertson Miller Group
Tennessee
$2.53M -$12K -492 -0.5%
TW
563
Transform Wealth
Colorado
$2.52M +$983K +40,326 +64%
NCM
564
Northwest Capital Management
Oregon
$2.5M
RWP
565
Revolve Wealth Partners
New Jersey
$2.49M +$230K +9,441 +10%
SAM
566
Secure Asset Management
Michigan
$2.47M -$267K -10,959 -10%
HL
567
HeadInvest LLC
Maine
$2.46M -$19.8K -810 -0.8%
PWA
568
Physician Wealth Advisors
Utah
$2.46M -$62.2K -2,529 -2%
CIC
569
Cutler Investment Counsel
Oregon
$2.42M +$123K +5,025 +5%
CPRC
570
Consolidated Portfolio Review Corp
New York
$2.39M +$2.39M +98,118 New
CA
571
Crewe Advisors
Utah
$2.38M -$141K -5,787 -6%
AL
572
ACAS LLC
California
$2.35M -$49K -2,010 -2%
ERIM
573
Eagle Ridge Investment Management
Connecticut
$2.35M -$36.3K -1,488 -2%
Wolverine Trading
574
Wolverine Trading
Illinois
$2.34M +$2.1M +86,958 +859%
ACG
575
Allen Capital Group
Nebraska
$2.34M +$2.34M +95,823 New