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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 %
PTC
751
Private Trust Company
Ohio
$584K +$72.9K +3,294 +14%
RP
752
Rowlandmiller & Partners
Georgia
$580K
Simplex Trading
753
Simplex Trading
Illinois
$579K +$61.8K +2,796 +12%
WB
754
West Bancorporation
Iowa
$579K +$570K +25,734 +6,498%
CCP
755
Clarkston Capital Partners
Michigan
$576K +$332 +15 +0.1%
BPFA
756
Barnes Pettey Financial Advisors
Mississippi
$576K +$576K +26,019 New
Squarepoint
757
Squarepoint
New York
$572K +$29.8K +1,347 +6%
IFWM
758
Institute for Wealth Management
Colorado
$569K -$14.6K -660 -3%
OCM
759
One Capital Management
California
$569K +$87.5K +3,963 +18%
Financial Engines Advisors
760
Financial Engines Advisors
California
$569K +$193K +8,721 +51%
VCP
761
Vista Capital Partners
Oregon
$567K +$567K +25,617 New
HIS
762
Horizon Investment Services
Indiana
$566K +$94.9K +4,290 +20%
LAIC
763
Lederer & Associates Investment Counsel
California
$564K
CWA
764
Core Wealth Advisors
Florida
$557K +$25.9K +1,170 +5%
BFG
765
Bouchey Financial Group
New York
$556K -$5.91K -267 -1%
WKWM
766
Walter & Keenan Wealth Management
Indiana
$556K +$5.98K +270 +1%
JC
767
JB Capital
Connecticut
$555K -$6.5M -293,535 -92%
SFS
768
Solitude Financial Services
Virginia
$549K +$214K +9,660 +64%
RRWA
769
Rainey & Randall Wealth Advisors
Florida
$545K +$2.79K +126 +0.5%
MSAM
770
Moloney Securities Asset Management
Missouri
$544K -$2.92K -132 -0.5%
AWM
771
Aprio Wealth Management
Georgia
$543K -$62K -2,799 -10%
IAG
772
Investment Advisory Group
Massachusetts
$543K +$66.1K +2,982 +14%
FMII
773
Farmers & Merchants Investments Inc
Nebraska
$537K +$512K +23,145 +2,057%
LA
774
Legacy Advisors
Pennsylvania
$533K
AP
775
Appleton Partners
Massachusetts
$532K +$26.7K +1,206 +5%