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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 %
CT
751
Clearstead Trust
Maine
$1.08M +$2.56K +105 +0.2%
Fisher Asset Management
752
Fisher Asset Management
Washington
$1.08M +$73.2K +3,000 +7%
CA
753
CSM Advisors
Pennsylvania
$1.08M
NRA
754
NSI Retail Advisors
Pennsylvania
$1.08M
FPIS
755
Financial Planning & Information Services
Wisconsin
$1.08M +$806K +33,054 +294%
BDFN
756
Bond & Devick Financial Network
Minnesota
$1.08M +$27.9K +1,146 +3%
CNFG
757
Creegan & Nassoura Financial Group
New Hampshire
$1.07M -$732 -30 -0.1%
FWSM
758
First Wilshire Securities Management
California
$1.07M
LAM
759
LifePro Asset Management
California
$1.07M
NSAM
760
North Star Asset Management
Wisconsin
$1.07M +$17.6K +720 +2%
GBWM
761
Granite Bay Wealth Management
New Hampshire
$1.06M +$11.8K +486 +1%
OC
762
Oarsman Capital
Wisconsin
$1.05M -$80K -3,282 -7%
GWM
763
Gray Wealth Management
Maine
$1.05M +$31.4K +1,287 +3%
JFG
764
JMG Financial Group
Illinois
$1.04M +$72.1K +2,955 +7%
GGS
765
Galvin Gaustad & Stein
Arizona
$1.04M +$7.02K +288 +0.7%
KCM
766
Kathmere Capital Management
Pennsylvania
$1.04M +$1.04M +42,486 New
CS
767
Capital Square
Tennessee
$1.03M +$56.9K +2,340 +6%
SFG
768
StrategIQ Financial Group
Indiana
$1.03M -$22.7K -930 -2%
OL
769
Owen LaRue
Kentucky
$1.03M
WCM
770
WealthBridge Capital Management
Ohio
$1.02M +$14.6K +600 +1%
ACM
771
Absolute Capital Management
Pennsylvania
$1.02M -$51.7K -2,118 -5%
VWA
772
V Wealth Advisors
Kansas
$1.02M +$240K +9,828 +31%
GDP
773
Great Diamond Partners
Maine
$1.01M -$51.4K -2,109 -5%
GF
774
Gries Financial
Ohio
$1.01M
FFA
775
First Foundation Advisors
California
$1.01M -$323K -13,254 -24%