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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 %
ACM
676
Absolute Capital Management
Pennsylvania
$865K -$21.5K -969 -2%
GLA
677
Good Life Advisors
Pennsylvania
$861K +$172K +7,788 +25%
KIC
678
Keating Investment Counselors
Florida
$853K -$4.45K -201 -0.5%
JFG
679
JMG Financial Group
Illinois
$847K +$133 +6 +0%
TSWM
680
Tyler-Stone Wealth Management
Ohio
$842K +$779K +35,199 +1,236%
MCP
681
Martin Capital Partners
Oregon
$831K +$228K +10,293 +38%
CAI
682
Capital Advisors Inc
Oklahoma
$830K -$147K -6,495 -15%
WCM
683
Whitener Capital Management
North Carolina
$821K +$118K +5,355 +17%
AL
684
Aspiriant LLC
California
$815K +$458K +20,727 +128%
MFA
685
Morling Financial Advisors
California
$809K -$8.03K -363 -1%
FWP
686
FAS Wealth Partners
Kansas
$808K +$66.3K +2,991 +9%
AWM
687
Adams Wealth Management
Utah
$804K -$29.8K -1,347 -4%
WPC
688
Wedmont Private Capital
Pennsylvania
$804K +$133 +6 +0%
MCP
689
Mirador Capital Partners
California
$804K +$22.5K +1,017 +3%
BWP
690
Balboa Wealth Partners
Arizona
$802K +$802K +36,216 New
GIA
691
Gladstone Institutional Advisory
Florida
$801K +$12.4K +561 +2%
BC
692
Bartlett & Co
Ohio
$800K -$19.4K -876 -2%
BCWM
693
Bartlett & Co Wealth Management
Ohio
$800K -$19.4K -876 -2%
CMBA
694
C.M. Bidwell & Associates
Hawaii
$798K -$399 -18 -0%
FA
695
FDx Advisors
Illinois
$796K -$155K -6,993 -16%
Fisher Asset Management
696
Fisher Asset Management
Washington
$787K +$127K +5,721 +19%
TFS
697
TrustCore Financial Services
Tennessee
$779K +$15.5K +699 +2%
BC
698
Barnett & Company
Tennessee
$778K -$262K -11,838 -25%
CA
699
CapWealth Advisors
Tennessee
$777K +$72.6K +3,279 +10%
WTC
700
WhitTier Trust Company
Nevada
$752K -$955K -43,137 -56%