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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 %
KC
776
Kingfisher Capital
North Carolina
$999K +$2.71K +111 +0.3%
SAM
777
SP Asset Management
California
$995K +$8.34K +342 +0.8%
VNB
778
Virginia National Bank
Virginia
$993K +$56.5K +2,316 +6%
HH
779
Hilltop Holdings
Texas
$985K +$155K +6,354 +19%
PWM
780
Prosperity Wealth Management
California
$981K +$370K +15,174 +61%
MCWS
781
McKinley Carter Wealth Services
West Virginia
$980K +$37.2K +1,524 +4%
BFA
782
Beaumont Financial Advisors
Massachusetts
$980K -$18K -738 -2%
WTC
783
WhitTier Trust Company
Nevada
$960K +$38.7K +1,587 +4%
GIA
784
Gladstone Institutional Advisory
Florida
$960K +$25.8K +1,059 +3%
GW
785
GW & Wade
Massachusetts
$957K +$90.5K +3,711 +10%
PL
786
Plancorp LLC
Missouri
$953K +$3.51K +144 +0.4%
MCP
787
Martin Capital Partners
Oregon
$953K -$23.5K -963 -2%
CFD
788
Creative Financial Designs
Indiana
$945K +$40.5K +1,662 +4%
BWP
789
Balboa Wealth Partners
Arizona
$943K +$29K +1,188 +3%
RWM
790
RKL Wealth Management
Pennsylvania
$943K -$11.3K -465 -1%
BCMLT
791
Beacon Capital Management LLC (Tennessee)
Tennessee
$942K -$68.1K -2,793 -7%
FWP
792
FAS Wealth Partners
Kansas
$941K -$8.27K -339 -0.9%
FMP
793
Financial Management Professionals
Texas
$940K +$899K +36,858 +2,171%
CWA
794
Core Wealth Advisors
Florida
$934K +$173K +7,107 +23%
TSS
795
Two Sigma Securities
New York
$933K +$933K +38,244 New
BIM
796
Baldwin Investment Management
Pennsylvania
$925K +$47.4K +1,944 +5%
TC
797
TownSquare Capital
Utah
$912K -$128K -5,256 -12%
MCP
798
Mirador Capital Partners
California
$906K -$25K -1,026 -3%
Squarepoint
799
Squarepoint
New York
$899K +$186K +7,620 +26%
CMBA
800
C.M. Bidwell & Associates
Hawaii
$896K +$3.88K +159 +0.4%