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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 %
SP
626
SWS Partners
Ohio
$1.08M +$1.08M +48,852 New
SHA
627
Seneca House Advisors
Virginia
$1.08M +$7.84K +354 +0.7%
RGF
628
Retirement Guys Formula
Ohio
$1.07M -$18.7K -843 -2%
CAM
629
Concorde Asset Management
Michigan
$1.07M -$80.3K -3,624 -7%
GVAG
630
Great Valley Advisor Group
Delaware
$1.06M -$54.1K -2,445 -5%
BCMLT
631
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.06M -$57.1K -2,391 -5%
KMWM
632
Keudell/Morrison Wealth Management
Oregon
$1.05M +$589K +26,610 +127%
BFA
633
Beaumont Financial Advisors
Massachusetts
$1.05M +$236K +10,650 +29%
NSAM
634
North Star Asset Management
Wisconsin
$1.04M +$225K +10,164 +28%
GGS
635
Galvin Gaustad & Stein
Arizona
$1.01M +$52.2K +2,358 +5%
GAM
636
Garrison Asset Management
Arkansas
$1M +$2.66K +120 +0.3%
WOSD
637
WFA of San Diego
California
$1M -$19.4K -876 -2%
FFWM
638
Future Financial Wealth Management
Ohio
$1M +$13.4K +561 +1%
SMG
639
Smart Money Group
Texas
$1M +$66.9K +3,024 +7%
MC
640
Montag & Caldwell
Georgia
$995K +$376K +16,965 +61%
SWM
641
Stockman Wealth Management
Montana
$994K +$2.13K +96 +0.2%
WKSWA
642
White Knight Strategic Wealth Advisors
New Jersey
$989K +$102K +4,605 +11%
BCA
643
Bay Colony Advisors
Massachusetts
$988K -$13.3K -600 -1%
MMHP
644
Murphy Middleton Hinkle & Parker
Georgia
$988K +$532 +24 +0.1%
GDP
645
Great Diamond Partners
Maine
$985K -$17.3K -780 -2%
CA
646
CSM Advisors
Pennsylvania
$982K -$173K -7,800 -15%
NRA
647
NSI Retail Advisors
Pennsylvania
$982K -$173K -7,800 -15%
SFG
648
StrategIQ Financial Group
Indiana
$981K -$8.77K -396 -0.9%
CNFG
649
Creegan & Nassoura Financial Group
New Hampshire
$977K +$12.1K +546 +1%
FWSM
650
First Wilshire Securities Management
California
$972K