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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 %
AIA
801
Avalon Investment & Advisory
Texas
$485K +$485K +21,900 New
EWM
802
EPG Wealth Management
Georgia
$484K +$5.71K +258 +1%
SFM
803
Signet Financial Management
New Jersey
$481K +$34.6K +1,563 +8%
BWIA
804
Bryant Woods Investment Advisors
New York
$476K
CIC
805
Carnegie Investment Counsel
Ohio
$472K +$282K +12,747 +149%
FC
806
Forte Capital
New York
$471K -$408K -18,453 -46%
AWA
807
Arete Wealth Advisors
Illinois
$470K -$409K -18,477 -47%
TPWA
808
TRUE Private Wealth Advisors
Oregon
$466K -$6.64K -300 -1%
FPAS
809
Focus Partners Advisor Solutions
Missouri
$466K +$108K +4,857 +30%
RF
810
RHS Financial
California
$466K +$187K +8,466 +67%
FPWM
811
FSB Premier Wealth Management
Iowa
$466K +$466K +21,048 New
SIMM
812
Stillwater Investment Management (Minnesota)
Minnesota
$463K +$863 +39 +0.2%
LBC
813
Lowe Brockenbrough & Co
Virginia
$462K -$183K -8,250 -28%
WA
814
Waverly Advisors
Alabama
$461K +$461K +20,805 New
IWS
815
Insight Wealth Strategies
California
$460K
DWT
816
Dorsey & Whitney Trust
South Dakota
$459K -$730 -33 -0.2%
SL
817
Salomon & Ludwin
Virginia
$457K
CWM
818
Collaborative Wealth Management
Florida
$450K +$133K +6,030 +42%
RI
819
Ridgewood Investments
New Jersey
$447K
Principal Financial Group
820
Principal Financial Group
Iowa
$447K +$170K +7,674 +61%
TF
821
Trek Financial
Arizona
$444K -$2.93K -132 -0.7%
5L
822
55I LLC
Massachusetts
$443K -$21.9K -990 -5%
CFA
823
Cahill Financial Advisors
Minnesota
$435K +$7.57K +342 +2%
MCWS
824
McKinley Carter Wealth Services
West Virginia
$434K
VWM
825
Vigilare Wealth Management
Arizona
$434K +$103K +4,656 +31%