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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 %
OWM
876
OneAscent Wealth Management
Alabama
$641K -$13.7K -561 -2%
MSAM
877
Moloney Securities Asset Management
Missouri
$640K -$818K -33,549 -56%
RWA
878
Redhawk Wealth Advisors
Minnesota
$636K -$1.46K -60 -0.2%
CCP
879
Clarkston Capital Partners
Michigan
$636K -$11.3K -462 -2%
MC
880
Montag & Caldwell
Georgia
$635K -$461K -18,894 -42%
CAMG
881
CWA Asset Management Group
Florida
$635K +$50.1K +2,055 +9%
EFH
882
Eaton Financial Holdings
Florida
$631K +$19.1K +783 +3%
MA
883
Mezzasalma Advisors
New Jersey
$629K +$629K +25,806 New
FMII
884
Farmers & Merchants Investments Inc
Nebraska
$628K +$36.6K +1,500 +6%
FFA
885
Founders Financial Alliance
North Carolina
$626K +$276K +11,274 +79%
DI
886
DFPG Investments
Utah
$625K +$294K +12,063 +89%
HIS
887
Horizon Investment Services
Indiana
$624K +$3.29K +135 +0.5%
GC
888
Gratus Capital
Georgia
$622K +$41.8K +1,713 +7%
LAIC
889
Lederer & Associates Investment Counsel
California
$621K -$2.2K -90 -0.4%
AWM
890
Aprio Wealth Management
Georgia
$621K +$121K +4,959 +24%
BONH
891
Bank of New Hampshire
New Hampshire
$620K
SWM
892
Stockman Wealth Management
Montana
$618K -$166K -6,813 -21%
PFGIA
893
Patriot Financial Group Insurance Agency
Massachusetts
$614K +$62.4K +3,363 +11%
RRWA
894
Rainey & Randall Wealth Advisors
Florida
$611K +$7.83K +321 +1%
FPWM
895
FSB Premier Wealth Management
Iowa
$601K +$15.2K +624 +3%
KFI
896
Key Financial Inc
Pennsylvania
$600K +$18.9K +777 +3%
SG
897
StoneX Group
New York
$593K +$53.5K +2,193 +10%
SAM
898
SignalPoint Asset Management
Missouri
$592K +$18.5K +756 +3%
MC
899
Moors & Cabot
Massachusetts
$588K -$219 -9 -0%
WCFA
900
Walkner Condon Financial Advisors
Wisconsin
$585K -$9.36K -384 -2%