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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 %
OFG
826
Omega Financial Group
California
$430K -$108K -4,893 -20%
AWM
827
Angeles Wealth Management
California
$430K +$4.25K +192 +1%
ALWM
828
Andrews Lucia Wealth Management
California
$430K +$430K +19,440 New
MWP
829
Madison Wealth Partners
Wisconsin
$429K -$40.7K -1,839 -9%
ZIM
830
Zacks Investment Management
Illinois
$428K +$225K +10,155 +111%
LWM
831
Lyell Wealth Management
California
$426K +$60.7K +2,739 +17%
PFM
832
Parsec Financial Management
North Carolina
$426K +$85.6K +3,870 +25%
Allspring Global Investments
833
Allspring Global Investments
North Carolina
$423K +$170K +7,674 +67%
CT
834
Clearstead Trust
Maine
$417K +$417K +18,834 New
FA
835
FC Advisory
Pennsylvania
$416K -$94K -4,242 -18%
M&T Bank
836
M&T Bank
New York
$414K -$17.3K -780 -4%
CSI
837
Cross Staff Investments
New York
$414K
EVM
838
Eaton Vance Management
Massachusetts
$413K +$1.2K +54 +0.3%
BFC
839
Bedel Financial Consulting
Indiana
$408K -$5.35K -216 -1%
AFA
840
American Financial Advisors
Georgia
$408K +$40.1K +1,812 +11%
RCM
841
Rain Capital Management
Oregon
$404K +$3.46K +156 +0.9%
ES
842
ETF Store
Kansas
$404K +$76K +3,426 +23%
HTC
843
Haverford Trust Company
Pennsylvania
$401K
S
844
SignatureFD
Georgia
$397K -$106K -4,782 -21%
JIC
845
Joel Isaacson & Co
New York
$392K +$2.26K +102 +0.6%
BONH
846
Bank of New Hampshire
New Hampshire
$391K -$13.3K -600 -3%
HKIM
847
Hayek Kallen Investment Management
Alabama
$390K +$4.31K +195 +1%
PK
848
Pflug Koory
Nebraska
$389K +$231K +10,428 +146%
BBA
849
BLB&B Advisors
Pennsylvania
$387K +$5.05K +228 +1%
GT
850
Glenmede Trust
Pennsylvania
$386K +$122K +5,544 +46%