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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 %
GWM
901
GSB Wealth Management
Connecticut
$584K +$584K +23,205 New
HFS
902
HBC Financial Services
Washington
$584K +$451K +18,321 +341%
BIG
903
Builder Investment Group
Georgia
$584K +$73 +3 +0%
DWMS
904
Dominguez Wealth Management Solutions
Virginia
$581K -$20.7K -849 -3%
PWA
905
Pillar Wealth Advisors
Pennsylvania
$581K +$581K +23,835 New
PO
906
Private Ocean
California
$580K +$2.34K +96 +0.4%
PGAM
907
Princeton Global Asset Management
New Jersey
$579K +$554K +22,731 +2,275%
SAM
908
Sawgrass Asset Management
Florida
$578K
JFG
909
Jefferies Financial Group
New York
$576K +$23.9K +978 +4%
AIP
910
Ahrens Investment Partners
Louisiana
$574K -$513K -21,027 -47%
FLPIM
911
F.L. Putnam Investment Management
Massachusetts
$572K +$262K +10,728 +84%
WCM
912
Windham Capital Management
Massachusetts
$569K +$20.8K +852 +4%
RZH
913
Relyea Zuckerberg Hanson
Connecticut
$569K +$40.8K +1,674 +8%
PI
914
PFG Investments
New York
$568K +$568K +23,274 New
JC
915
JB Capital
Connecticut
$566K -$13.8K -564 -2%
TPWA
916
TRUE Private Wealth Advisors
Oregon
$565K +$20.8K +852 +4%
JIC
917
Joel Isaacson & Co
New York
$560K +$48.4K +1,986 +9%
NSG
918
Nalls Sherbakoff Group
Tennessee
$557K +$557K +23,121 New
FWA
919
FSM Wealth Advisors
Ohio
$556K
NCM
920
Next Capital Management
New York
$553K +$254K +10,398 +85%
PP
921
Patten & Patten
Tennessee
$550K +$128K +5,253 +30%
CA
922
Carson Advisory
Georgia
$548K +$227K +9,288 +70%
WSTAM
923
Wilbanks Smith & Thomas Asset Management
Virginia
$547K -$27.6K -1,131 -5%
FA
924
Faithward Advisors
Pennsylvania
$543K +$507K +21,744 +1,407%
CCA
925
Cobblestone Capital Advisors
New York
$541K +$1.17K +48 +0.2%