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Schwab US Dividend Equity ETF

1,373 hedge funds and large institutions have $19.3B invested in Schwab US Dividend Equity ETF in 2023 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 670 increasing their positions, 468 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,373
Holders Change
+6
Holders Change %
+0.44%
% of All Funds
21.89%
Holding in Top 10
238
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.79%
New
103
Increased
670
Reduced
468
Closed
77
Calls
$89.6M
Puts
$54.3M
Net Calls
+$35.3M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
901
Cornerstone Wealth Management
Missouri
$664K +$69.2K +2,934 +12%
AP
902
Appleton Partners
Massachusetts
$659K -$76.6K -3,246 -10%
OFS
903
OneAscent Financial Services
Alabama
$657K +$657K +27,852 New
CWM
904
Collaborative Wealth Management
Florida
$654K +$22.4K +948 +4%
EFG
905
Ethos Financial Group
Pennsylvania
$642K -$109K -4,626 -15%
FFC
906
First Financial Corp
Indiana
$637K
CA
907
CGN Advisors
Kansas
$636K -$8.14M -345,156 -93%
FPGT
908
Financial Partners Group (Tennessee)
Tennessee
$631K +$2.26K +96 +0.4%
PI
909
PFG Investments
New York
$630K +$24.7K +1,047 +4%
RFN
910
RDA Financial Network
Iowa
$630K +$238K +10,095 +61%
MW
911
Marcum Wealth
Ohio
$630K -$3.68K -156 -0.6%
B
912
Bailard
California
$622K -$11.3K -477 -2%
DWT
913
Dorsey & Whitney Trust
South Dakota
$622K +$34.5K +1,461 +6%
HIS
914
Horizon Investment Services
Indiana
$617K +$15.7K +666 +3%
VC
915
Vicus Capital
Pennsylvania
$617K +$74.4K +3,153 +14%
MC
916
Moors & Cabot
Massachusetts
$611K +$1.34K +57 +0.2%
CCP
917
Clarkston Capital Partners
Michigan
$609K -$6.65K -282 -1%
WSTAM
918
Wilbanks Smith & Thomas Asset Management
Virginia
$606K +$2.97K +126 +0.5%
RRWA
919
Rainey & Randall Wealth Advisors
Florida
$606K +$7.64K +324 +1%
MA
920
Mezzasalma Advisors
New Jersey
$606K -$13.2K -561 -2%
JFG
921
Jefferies Financial Group
New York
$605K +$48K +2,037 +9%
LAIC
922
Lederer & Associates Investment Counsel
California
$600K
BWM
923
Birchcreek Wealth Management
Ohio
$599K -$267K -11,340 -31%
LFA
924
Legacy Financial Advisors
Kentucky
$597K -$348K -14,748 -37%
WCFA
925
Walkner Condon Financial Advisors
Wisconsin
$596K +$32.1K +1,359 +6%