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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 %
WB
576
West Bancorporation
Iowa
$2.34M +$436K +17,868 +23%
IAP
577
Indie Asset Partners
Indiana
$2.33M +$150K +6,159 +7%
CIA
578
Capital Investment Advisors
Georgia
$2.32M -$26.6K -1,092 -1%
WCG
579
Weaver Consulting Group
California
$2.31M -$38.8K -1,593 -2%
VF
580
VitalStone Financial
Texas
$2.31M -$1.51M -56,085 -40%
WF
581
Welch & Forbes
Massachusetts
$2.3M
WI
582
Wintrust Investments
Illinois
$2.29M +$2.05M +84,180 +872%
ZIG
583
Zullo Investment Group
Pennsylvania
$2.27M +$59.2K +2,427 +3%
MSS
584
Mitchell Sinkler & Starr
Pennsylvania
$2.27M +$526K +21,588 +30%
CW
585
Channel Wealth
California
$2.26M +$2.26M +92,517 New
SFPG
586
Stonebridge Financial Planning Group
Florida
$2.24M +$174K +7,149 +8%
CIA
587
Cape Investment Advisory
Georgia
$2.23M +$2.23M +91,560 New
BAM
588
Berkshire Asset Management
Pennsylvania
$2.21M -$341K -13,965 -13%
BWM
589
Baystate Wealth Management
Massachusetts
$2.2M +$145K +5,952 +7%
FIC
590
Family Investment Center
Missouri
$2.18M +$35.9K +1,473 +2%
LCM
591
Liberty Capital Management
Michigan
$2.18M +$262K +10,755 +14%
SHFP
592
Second Half Financial Partners
Florida
$2.18M -$7.02K -288 -0.3%
MCC
593
Money Concepts Capital
Florida
$2.15M +$1.41M +428,685 +188%
Luther King Capital Management (LKCM)
594
Luther King Capital Management (LKCM)
Texas
$2.12M -$2.43M
TC
595
Trust Company
Kansas
$2.11M -$23.4K -960 -1%
AG
596
Ascent Group
Virginia
$2.09M -$109K -4,464 -5%
SPA
597
Sentinel Pension Advisors
Massachusetts
$2.08M +$2.08M +85,431 New
GIA
598
Guyasuta Investment Advisors
Pennsylvania
$2.07M +$98.4K +4,035 +5%
BWA
599
Beam Wealth Advisors
Louisiana
$2.06M +$370K +15,192 +22%
Two Sigma Advisers
600
Two Sigma Advisers
New York
$2.06M +$2.06M +84,600 New