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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 %
OWP
876
Obermeyer Wealth Partners
Colorado
$345K +$62.3K +2,811 +22%
1SB
877
1ST Source Bank
Indiana
$343K
WP
878
WMS Partners
Maryland
$343K +$531 +24 +0.2%
ESB
879
Essex Savings Bank
Connecticut
$343K +$65.3K +2,946 +24%
VPIM
880
Vanguard Personalized Indexing Management
California
$341K -$29.2K -1,320 -8%
RFN
881
Redwood Financial Network
Ohio
$338K +$98.6K +4,452 +41%
TFA
882
Triad Financial Advisors
North Carolina
$335K -$798 -36 -0.2%
MW
883
MBL Wealth
North Carolina
$334K -$53.1K -2,400 -14%
MCWA
884
Meadow Creek Wealth Advisors
Georgia
$333K -$156K -7,050 -32%
FWM
885
Finer Wealth Management
Massachusetts
$332K +$14.3K +645 +4%
BAWC
886
Boyce & Associates Wealth Consulting
Texas
$331K +$2.53K +114 +0.8%
LWCFA
887
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$330K
SSB
888
Sandy Spring Bank
Maryland
$328K +$200 +9 +0.1%
BKA
889
Brick & Kyle Associates
Pennsylvania
$322K +$534 +24 +0.2%
RWP
890
RWA Wealth Partners
Massachusetts
$321K -$32.9K -1,485 -9%
SP
891
Successful Portfolios
Florida
$320K -$12K -543 -4%
VFA
892
Valeo Financial Advisors
Indiana
$318K -$1.06K -48 -0.3%
IWP
893
Insight Wealth Partners
Texas
$318K
FFA
894
Founders Financial Alliance
North Carolina
$315K -$45.4K -2,046 -13%
SWA
895
Sutton Wealth Advisors
Florida
$315K
RIL
896
Rothschild Investment LLC
Illinois
$314K +$75.4K +3,405 +32%
JCM
897
Jacobi Capital Management
Pennsylvania
$313K -$6.58K -297 -2%
First Manhattan
898
First Manhattan
New York
$312K
CHJWM
899
Carlton Hofferkamp & Jenks Wealth Management
Texas
$309K -$89.7K -3,840 -22%
WFA
900
West Financial Advisors
Iowa
$309K -$8.96K -405 -3%