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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 %
BDFN
701
Bond & Devick Financial Network
Minnesota
$750K +$177K +8,004 +31%
PCA
702
Personal Capital Advisors
California
$747K +$152K +6,855 +25%
VCAM
703
Van Cleef Asset Management
Ohio
$735K -$13.8K -624 -2%
JIP
704
Jaffetilchin Investment Partners
Florida
$733K -$908K -40,974 -55%
OC
705
Oarsman Capital
Wisconsin
$732K -$7.51K -339 -1%
CBC
706
Coombe, Bender & Co
New York
$728K +$4.32K +195 +0.6%
RJT
707
Raymond James Trust
Florida
$719K +$295K +13,308 +69%
SWRP
708
Summit Wealth & Retirement Planning
California
$713K -$247K -11,181 -26%
KWM
709
Kingsview Wealth Management
Oregon
$710K -$3.39K -153 -0.5%
OIM
710
Opus Investment Management
Massachusetts
$709K +$136K +6,120 +24%
MHS
711
M Holdings Securities
Oregon
$708K +$115K +5,214 +19%
NSIM
712
North Star Investment Management
Illinois
$707K
BCM
713
Brasada Capital Management
Texas
$701K +$46.3K +2,088 +7%
TP
714
Tranquility Partners
Tennessee
$700K -$41.1K -1,857 -6%
FRA
715
Front Row Advisors
California
$695K +$66 +3 +0%
MFA
716
Mayflower Financial Advisors
Massachusetts
$693K +$25K +1,128 +4%
LAM
717
LifePro Asset Management
California
$691K -$117K -5,274 -14%
HH
718
Hilltop Holdings
Texas
$691K +$691K +31,191 New
BAM
719
Bellevue Asset Management
Washington
$689K +$8.75K +387 +1%
ACM
720
Avalon Capital Management
California
$688K
WCM
721
Weik Capital Management
Pennsylvania
$686K +$79.7K +3,600 +13%
AA
722
Ancora Advisors
Ohio
$685K +$1.26K +57 +0.2%
SL
723
Stevard LLC
Illinois
$685K +$685K +30,954 New
TF
724
TIAA FSB
Florida
$683K -$30.7K -1,383 -4%
WEG
725
World Equity Group
Illinois
$679K +$10.8K +489 +2%