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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 %
PPW
651
Pasadena Private Wealth
California
$1.59M -$212K -8,682 -12%
LA
652
Legacy Advisors
Pennsylvania
$1.59M +$327K +13,398 +26%
MTIC
653
Missouri Trust & Investment Company
Missouri
$1.59M -$21.4K -876 -1%
SEP
654
Southland Equity Partners
Missouri
$1.58M +$493K +20,199 +45%
TWA
655
Talisman Wealth Advisors
New Jersey
$1.57M +$179K +7,335 +13%
KTM
656
Keeler Thomas Management
Utah
$1.57M +$1.57M +64,176 New
SCI
657
Stableford Capital II
Arizona
$1.57M +$1.57M +62,157 New
GFG
658
Goldstone Financial Group
Illinois
$1.56M +$1.56M +63,999 New
GLA
659
Good Life Advisors
Pennsylvania
$1.56M +$301K +12,327 +24%
TPA
660
Trivium Point Advisory
Connecticut
$1.54M +$221K +9,048 +17%
PWSG
661
Pacific Wealth Strategies Group
California
$1.54M +$38.8K +1,590 +3%
GI
662
Gradient Investments
Minnesota
$1.54M +$81.5K +3,342 +6%
IF
663
IRON Financial
Illinois
$1.54M -$40.5K -1,662 -3%
HNB
664
Huntington National Bank
Ohio
$1.53M -$1.49M
ACA
665
Atlas Capital Advisors
Wyoming
$1.52M -$35.8K -1,470 -2%
CHA
666
Carmichael Hill & Associates
Maryland
$1.52M +$225K +9,243 +17%
SF
667
Safeguard Financial
Wisconsin
$1.52M +$2.41K +99 +0.2%
IGWM
668
ICA Group Wealth Management
Colorado
$1.52M -$181K -7,425 -11%
MWP
669
Meridian Wealth Partners
Pennsylvania
$1.52M +$219 +9 +0%
SWP
670
Summit Wealth Partners
Florida
$1.51M +$15.1K +618 +1%
RBFC
671
Roman Butler Fullerton & Co
Missouri
$1.51M +$296K +12,294 +24%
MA
672
MAS Advisors
Florida
$1.51M -$30.2K -1,239 -2%
TFGT
673
TS Financial Group (TSFG)
Illinois
$1.5M -$188K -7,698 -11%
MCM
674
Mengis Capital Management
Oregon
$1.48M +$128K +5,232 +9%
CFGSD
675
Compass Financial Group (South Dakota)
South Dakota
$1.48M +$257K +10,548 +21%