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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 %
BHWM
776
Bar Harbor Wealth Management
New Hampshire
$531K
KFI
777
Key Financial Inc
Pennsylvania
$528K
WCFA
778
Walkner Condon Financial Advisors
Wisconsin
$528K +$9.3K +420 +2%
CAMG
779
CWA Asset Management Group
Florida
$527K -$133K -5,988 -20%
MC
780
Moors & Cabot
Massachusetts
$527K +$269K +12,156 +104%
RRA
781
Round Rock Advisors
Connecticut
$523K -$1.93K -87 -0.4%
SG
782
StoneX Group
New York
$521K -$42.8K -1,935 -8%
RWA
783
Redhawk Wealth Advisors
Minnesota
$519K +$40.4K +1,824 +8%
SAM
784
Sawgrass Asset Management
Florida
$518K
WSTAM
785
Wilbanks Smith & Thomas Asset Management
Virginia
$518K +$37.5K +1,695 +8%
SWM
786
Soundmark Wealth Management
Washington
$509K +$4.51K +204 +0.9%
SAM
787
SignalPoint Asset Management
Missouri
$508K +$5.77K +261 +1%
HNB
788
Huntington National Bank
Ohio
$505K -$551K
FWA
789
FSM Wealth Advisors
Ohio
$505K +$505K +22,815 New
DT
790
Diversified Trust
Tennessee
$503K -$133 -6 -0%
JG
791
Jefferies Group
New York
$501K
AA
792
ACT Advisors
North Carolina
$499K -$207K -9,354 -29%
MCC
793
Money Concepts Capital
Florida
$498K -$4.12K -186 -0.8%
WCM
794
Windham Capital Management
Massachusetts
$498K
I2I
795
Insight 2811 Inc
Illinois
$493K +$14.3K +645 +3%
MPW
796
MGO Private Wealth
California
$490K +$490K +22,125 New
CCA
797
Cobblestone Capital Advisors
New York
$489K -$864 -39 -0.2%
HIC
798
Holderness Investments Company
North Carolina
$485K -$104K -4,692 -18%
SIC
799
Sigma Investment Counselors
Michigan
$485K -$1.73K -78 -0.4%
IIC
800
Ironwood Investment Counsel
Arizona
$485K +$53K +2,394 +12%