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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 %
CAM
601
Cresset Asset Management
Illinois
$2.05M +$168K +6,891 +9%
CIA
602
Choate Investment Advisors
Massachusetts
$2.05M
EIA
603
Eldridge Investment Advisors
New Hampshire
$2.04M -$157K -6,426 -7%
FWM
604
Fortress Wealth Management
California
$2.03M -$260K -10,656 -11%
FNBOMD
605
First National Bank of Mount Dora
Florida
$2.02M
LSA
606
Lion Street Advisors
Texas
$2.02M +$2.02M +82,908 New
RFA
607
Register Financial Advisors
Georgia
$2.02M +$407K +16,680 +25%
ADL
608
Asset Dedication LLC
California
$2M -$68.5K -2,811 -3%
BWM
609
BerganKDV Wealth Management
Minnesota
$1.99M +$10.8K +444 +0.5%
CPIG
610
Chicago Partners Investment Group
Illinois
$1.98M +$273K +11,166 +16%
SFS
611
Sowell Financial Services
Arkansas
$1.97M -$12.1M -497,217 -86%
LWM
612
Laidlaw Wealth Management
New York
$1.96M -$35.8K -1,467 -2%
GFP
613
Guardian Financial Partners
California
$1.96M +$1.02M +41,694 +108%
KWM
614
Kingsview Wealth Management
Oregon
$1.96M +$655K +26,871 +50%
CNB
615
Camden National Bank
Maine
$1.96M +$542K +22,245 +38%
AA
616
Ancora Advisors
Ohio
$1.95M +$1.06M +43,293 +118%
CFA
617
Cahill Financial Advisors
Minnesota
$1.91M +$437K +17,922 +30%
GCA
618
Gradient Capital Advisors
California
$1.9M +$72.1K +2,955 +4%
MCM
619
Maple Capital Management
Vermont
$1.88M -$73.7K -3,024 -4%
M
620
MYeCFO
California
$1.88M +$461K +18,888 +32%
AIM
621
Anchor Investment Management
South Carolina
$1.87M +$130K +5,337 +7%
APW
622
Aurora Private Wealth
New Jersey
$1.87M -$58.2K -2,388 -3%
CMS
623
Capital Market Strategies
Florida
$1.85M -$40.5K -1,662 -2%
EA
624
Emerald Advisors
Washington
$1.85M +$211K +8,637 +13%
NGA
625
Naples Global Advisors
Florida
$1.84M +$16.8K +687 +0.9%