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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 %
YWP
601
YorkBridge Wealth Partners
New York
$1.24M -$138K -6,255 -10%
SIC
602
Salem Investment Counselors
North Carolina
$1.23M -$1.33K -60 -0.1%
MCM
603
Mengis Capital Management
Oregon
$1.22M -$15.9K -717 -1%
OWM
604
Opes Wealth Management
California
$1.21M -$25.6K -1,155 -2%
PPW
605
Pasadena Private Wealth
California
$1.21M +$58.9K +2,661 +5%
BCMO
606
Buckingham Capital Management (Ohio)
Ohio
$1.2M -$147K -6,615 -11%
SBIA
607
Sheaff Brock Investment Advisors
Indiana
$1.2M +$2.92K +132 +0.2%
TPA
608
Trivium Point Advisory
Connecticut
$1.2M +$86.3K +3,753 +8%
FWI
609
Facet Wealth Inc
Maryland
$1.19M -$101K -4,083 -8%
MPWT
610
MassMutual Private Wealth & Trust
Connecticut
$1.19M +$79.7K +3,600 +7%
NFC
611
Northeast Financial Consultants
Connecticut
$1.17M +$513K +23,148 +78%
OF
612
Outfitter Financial
Maine
$1.16M +$31.5K +1,425 +3%
DTC
613
Davidson Trust Company
Washington
$1.16M +$1.46K +66 +0.1%
CHA
614
Carmichael Hill & Associates
Maryland
$1.16M -$343K -15,507 -23%
DP
615
DDD Partners
Washington
$1.15M -$84.7K -3,822 -7%
WFG
616
Wills Financial Group
Virginia
$1.13M +$199 +9 +0%
BWAM
617
Boyd Watterson Asset Management
Ohio
$1.12M
SIAG
618
Signet Investment Advisory Group
Rhode Island
$1.12M +$26.4K +1,191 +2%
APWA
619
Atlas Private Wealth Advisors
New Jersey
$1.11M -$97K -4,383 -8%
APA
620
Astoria Portfolio Advisors
New York
$1.11M -$38.6K -1,743 -3%
MAS
621
Madden Advisory Services
Florida
$1.11M +$224K +10,119 +25%
WP
622
WealthShield Partners
North Carolina
$1.09M +$16.9K +762 +2%
MC
623
Miramar Capital
Illinois
$1.09M +$117K +4,749 +12%
CPIG
624
Chicago Partners Investment Group
Illinois
$1.09M -$25.3K -1,020 -2%
KF
625
Krilogy Financial
Missouri
$1.08M +$4.12K +186 +0.4%