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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 %
DT
826
Diversified Trust
Tennessee
$792K -$212K -8,697 -21%
TP
827
Tranquility Partners
Tennessee
$790K +$3.29K +135 +0.4%
BFG
828
Bleakley Financial Group
New Jersey
$789K +$275K +11,265 +53%
CAI
829
Capital Advisors Inc
Oklahoma
$781K -$9.15K -375 -1%
Bessemer Group
830
Bessemer Group
New Jersey
$781K +$781K +32,010 New
SHA
831
Seneca House Advisors
Virginia
$781K -$181K -7,422 -19%
RIL
832
Rothschild Investment LLC
Illinois
$780K +$434K +17,811 +126%
EFG
833
Ethos Financial Group
Pennsylvania
$776K +$29.4K +1,206 +4%
WCM
834
Weik Capital Management
Pennsylvania
$773K +$17.6K +720 +2%
ACM
835
Avalon Capital Management
California
$772K
PFC
836
Phocas Financial Corp
California
$766K +$728K +29,859 +1,933%
AP
837
Appleton Partners
Massachusetts
$765K -$19.3K -792 -2%
FRA
838
Front Row Advisors
California
$765K +$49.8K +2,043 +7%
PB
839
Pinnacle Bancorp
Nebraska
$763K +$28.5K +1,167 +4%
FC
840
Fulcrum Capital
Washington
$757K +$177K +7,278 +31%
CWM
841
Connecticut Wealth Management
Connecticut
$755K +$755K +30,978 New
SL
842
Stevard LLC
Illinois
$755K
VCAM
843
Van Cleef Asset Management
Ohio
$754K -$34.3K -1,407 -4%
TCWA
844
Ten Capital Wealth Advisors
Washington
$747K +$207K +8,472 +38%
FPGT
845
Financial Partners Group (Tennessee)
Tennessee
$747K +$2.71K +111 +0.4%
VFA
846
Valeo Financial Advisors
Indiana
$744K +$445K +18,246 +149%
NFC
847
Northeast Financial Consultants
Connecticut
$727K -$673K -27,582 -48%
FC
848
Fusion Capital
South Carolina
$727K -$28.4K -1,164 -4%
SWM
849
Soundmark Wealth Management
Washington
$723K +$6.95K +285 +1%
BCM
850
Brasada Capital Management
Texas
$721K