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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 %
SEP
726
Southland Equity Partners
Missouri
$678K +$166K +7,509 +32%
ACM
727
Argent Capital Management
Missouri
$678K +$462K +20,850 +214%
CFD
728
Creative Financial Designs
Indiana
$678K +$605K +27,318 +828%
BTWM
729
Baker Tilly Wealth Management
Wisconsin
$669K -$464K -20,943 -41%
PB
730
Pinnacle Bancorp
Nebraska
$667K -$16.6K -750 -2%
NEGWA
731
New England Guild Wealth Advisors
Connecticut
$667K
SC
732
Siena Capital
Ohio
$667K +$398 +18 +0.1%
PO
733
Private Ocean
California
$665K +$206K +9,288 +45%
MWA
734
Moser Wealth Advisors
Washington
$660K -$99.6K -4,500 -13%
CPIA
735
Cornell Pochily Investment Advisors
New York
$658K +$30.3K +1,368 +5%
RWM
736
Rench Wealth Management
Texas
$654K -$42.7K -1,926 -6%
KCM
737
Kanawha Capital Management
Virginia
$650K +$154K +6,966 +31%
FC
738
Fusion Capital
South Carolina
$646K -$29.3K -1,323 -4%
RBFC
739
Roman Butler Fullerton & Co
Missouri
$646K +$221K +9,879 +52%
VWA
740
V Wealth Advisors
Kansas
$642K -$61.7K -2,784 -9%
CA
741
Clearstead Advisors
Ohio
$640K +$361K +16,317 +130%
OFG
742
Orcam Financial Group
California
$630K +$13.3K +600 +2%
CA
743
Centerpoint Advisors
Massachusetts
$628K +$63K +2,847 +11%
B
744
Bailard
California
$623K
APW
745
Austin Private Wealth
Texas
$616K -$8.17K -369 -1%
FFC
746
First Financial Corp
Indiana
$612K +$2.66K +120 +0.4%
MSA
747
Marino Stram & Associates
Massachusetts
$611K +$103K +4,641 +20%
CA
748
Calton & Associates
Florida
$597K +$58.8K +2,655 +11%
NP
749
NorthRock Partners
Minnesota
$593K -$19.7K -888 -3%
CWM
750
Cordatus Wealth Management
Pennsylvania
$593K -$16.3K -735 -3%