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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 %
AIM
901
Acropolis Investment Management
Missouri
$308K +$28.2K +1,275 +10%
FWCM
902
Ferguson Wellman Capital Management
Oregon
$305K -$42.3K -1,908 -12%
CL
903
Choreo LLC
Illinois
$302K +$133 +6 +0%
SPWM
904
Schrum Private Wealth Management
Florida
$301K +$77.8K +3,516 +35%
FLPIM
905
F.L. Putnam Investment Management
Massachusetts
$300K -$11.3K -513 -4%
ONSWM
906
Old North State Wealth Management
North Carolina
$298K +$2.72K +123 +0.9%
GHA
907
GW Henssler & Associates
Georgia
$298K -$35.6K -1,608 -11%
MHR
908
Matthew Hamilton Rosenberg
$293K +$6.17K +279 +2%
DWM
909
Destination Wealth Management
California
$290K -$44.8K -2,025 -13%
CWM
910
Castle Wealth Management
Florida
$285K -$7.45K -336 -3%
DY
911
Dowling & Yahnke
California
$283K
HWA
912
Heritage Wealth Advisors
Virginia
$282K
AFG
913
Alterity Financial Group
Maine
$279K +$7.79K +351 +3%
SB
914
Simmons Bank
Arkansas
$278K +$199 +9 +0.1%
SNBOSD
915
Security National Bank of So Dak
Iowa
$277K
ME
916
McIlrath & Eck
Washington
$277K +$277K +12,489 New
WPA
917
West Paces Advisors
Georgia
$277K +$60K +2,709 +28%
WA
918
Wealth Alliance
New York
$276K +$2.26K +102 +0.8%
AIC
919
Argus Investors Counsel
New York
$275K
WI
920
WBI Investments
New Jersey
$271K +$11.1K +510 +4%
RWA
921
River Wealth Advisors
Pennsylvania
$269K -$35.5K -1,602 -12%
SB
922
Sunflower Bank
Texas
$269K -$19.9K -900 -7%
JCM
923
J2 Capital Management
Michigan
$268K +$2.52K +114 +1%
VCM
924
Virtue Capital Management
Tennessee
$268K +$9.71K +438 +4%
AP
925
Adero Partners
California
$267K -$83.6K -3,513 -24%