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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 %
AL
801
Aspiriant LLC
California
$885K -$5.93K -243 -0.7%
CPIA
802
Cornell Pochily Investment Advisors
New York
$880K +$168K +6,906 +24%
AA
803
Advisory Alpha
Michigan
$879K +$322K +13,221 +58%
WOSD
804
WFA of San Diego
California
$869K -$195K -8,001 -18%
MFA
805
Morling Financial Advisors
California
$867K -$17.4K -714 -2%
BCWM
806
Bartlett & Co Wealth Management
Ohio
$862K -$19.2K -789 -2%
BC
807
Bartlett & Co
Ohio
$862K -$19.2K -789 -2%
AA
808
ACT Advisors
North Carolina
$862K +$198K +8,103 +30%
WI
809
WBI Investments
New Jersey
$860K +$860K +35,250 New
MSA
810
Marino Stram & Associates
Massachusetts
$855K -$150K -6,165 -15%
NL
811
NWAM LLC
Washington
$854K -$669K -27,414 -44%
SFS
812
Solitude Financial Services
Virginia
$843K +$236K +9,696 +39%
BC
813
Barnett & Company
Tennessee
$836K -$18.6K -762 -2%
SP
814
SWS Partners
Ohio
$835K -$332K -13,632 -28%
AIA
815
Avalon Investment & Advisory
Texas
$828K
CFA
816
CWS Financial Advisors
Michigan
$825K +$825K +33,846 New
GWM
817
Greenhouse Wealth Management
Connecticut
$824K +$5.93K +243 +0.7%
APW
818
Austin Private Wealth
Texas
$817K -$8.85K -363 -1%
KTC
819
Kistler-Tiffany Companies
Pennsylvania
$814K -$119K -4,884 -13%
CBC
820
Coombe, Bender & Co
New York
$807K +$10.5K +429 +1%
Financial Engines Advisors
821
Financial Engines Advisors
California
$804K +$165K +6,780 +26%
AWG
822
Altus Wealth Group
Colorado
$796K
SAG
823
SageView Advisory Group
California
$795K +$160K +6,576 +25%
CCM
824
Crew Capital Management
Ohio
$793K +$382K +15,654 +93%
AG
825
Appleton Group
Wisconsin
$792K -$14.8M -608,649 -95%