SCHD icon

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 %
KIC
726
Keating Investment Counselors
Florida
$1.17M +$187K +7,674 +19%
EAM
727
Evanson Asset Management
California
$1.17M +$1.98K +81 +0.2%
WIM
728
WealthPlan Investment Management
Nebraska
$1.16M -$5.08M -208,320 -81%
PCMC
729
Private Capital Management (Colorado)
Colorado
$1.16M +$150K +6,162 +15%
AFG
730
Atomi Financial Group
New York
$1.16M +$1.16M +47,538 New
CAAS
731
Capital Asset Advisory Services
Michigan
$1.16M -$21.7K -888 -2%
LEFP
732
Leading Edge Financial Planning
Tennessee
$1.16M -$16.8K -690 -1%
IAS
733
Insigneo Advisory Services
Florida
$1.16M +$324K +13,284 +39%
RGF
734
Retirement Guys Formula
Ohio
$1.16M -$9K -369 -0.8%
NSIM
735
North Star Investment Management
Illinois
$1.15M
WP
736
WealthShield Partners
North Carolina
$1.15M -$32.8K -1,347 -3%
PTC
737
Private Trust Company
Ohio
$1.15M +$272K +11,163 +31%
Empower Advisory Group
738
Empower Advisory Group
Colorado
$1.14M +$1.14M +46,359 New
DIA
739
Dana Investment Advisors
Wisconsin
$1.13M -$2.01M -82,485 -64%
WPC
740
Wedmont Private Capital
Pennsylvania
$1.13M -$624K -25,545 -36%
FFA
741
Farther Finance Advisors
California
$1.12M -$35.1K -1,440 -3%
AFG
742
Arkansas Financial Group
Arkansas
$1.11M +$791K +32,430 +246%
GAM
743
Garrison Asset Management
Arkansas
$1.11M -$1.32K -54 -0.1%
MM
744
Meridian Management
Arkansas
$1.11M +$1.11M +45,465 New
YWM
745
Yoder Wealth Management
California
$1.11M +$1.11M +45,405 New
AWM
746
Adams Wealth Management
Utah
$1.1M +$132K +5,406 +14%
BCA
747
Bay Colony Advisors
Massachusetts
$1.09M +$54.2K +2,250 +5%
FAIM
748
Financial Advocates Investment Management
Washington
$1.09M -$2.83M -116,169 -72%
MMHP
749
Murphy Middleton Hinkle & Parker
Georgia
$1.09M +$439 +18 +0%
BTWM
750
Baker Tilly Wealth Management
Wisconsin
$1.09M +$405K +16,614 +60%