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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 %
ACM
851
Advance Capital Management
Michigan
$720K +$344K +14,103 +91%
FFC
852
First Financial Corp
Indiana
$719K -$80.2K -3,288 -10%
CA
853
Centerpoint Advisors
Massachusetts
$719K +$3.95K +162 +0.6%
SPWM
854
Schrum Private Wealth Management
Florida
$719K +$149K +6,120 +26%
GWSG
855
GPS Wealth Strategies Group
Colorado
$718K +$718K +29,439 New
BAM
856
Bellevue Asset Management
Washington
$713K -$13.2K -540 -2%
SWA
857
Strategies Wealth Advisors
Michigan
$709K +$25.8K +1,056 +4%
TF
858
TIAA FSB
Florida
$708K -$14.7K -603 -2%
EWM
859
EPG Wealth Management
Georgia
$706K +$23.1K +948 +3%
CA
860
Clearstead Advisors
Ohio
$705K -$179K -7,338 -20%
SWRP
861
Summit Wealth & Retirement Planning
California
$703K +$3.95K +162 +0.6%
TNBTD
862
Trustmark National Bank Trust Department
Mississippi
$703K +$117K +4,812 +20%
RWM
863
Rench Wealth Management
Texas
$702K -$20.5K -840 -3%
OFG
864
Orcam Financial Group
California
$694K
BWM
865
Birchcreek Wealth Management
Ohio
$694K +$694K +28,455 New
KCM
866
Kanawha Capital Management
Virginia
$683K -$28.8K -1,182 -4%
Bank of New York Mellon
867
Bank of New York Mellon
New York
$681K -$23.8K -978 -3%
BSSFA
868
Baron Silver Stevens Financial Advisors
Florida
$678K +$678K +27,789 New
B
869
Bailard
California
$658K +$512 +21 +0.1%
EWA
870
EP Wealth Advisors
California
$654K -$13.9M -869,607 -95%
ESB
871
Essex Savings Bank
Connecticut
$646K -$878 -36 -0.1%
CSA
872
Cottage Street Advisors
Massachusetts
$645K +$645K +26,436 New
MW
873
Marcum Wealth
Ohio
$644K +$384K +15,726 +147%
MFG
874
Monumental Financial Group
Maryland
$643K +$56.5K +2,316 +10%
AWA
875
Arete Wealth Advisors
Illinois
$642K +$92.7K +3,798 +17%