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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 %
RWRC
926
R.W. Roge & Company
New York
$266K -$136K -6,084 -34%
CA
927
Carson Advisory
Georgia
$265K -$58K -2,619 -18%
STA
928
Summit Trail Advisors
New York
$265K -$31.3K -1,410 -11%
KFGK
929
Keystone Financial Group (Kentucky)
Kentucky
$265K +$66 +3 +0%
RIA
930
Realta Investment Advisors
Delaware
$261K +$35.3K +1,593 +16%
CAWM
931
Capital Advisors Wealth Management
Washington
$261K +$41.3K +1,869 +19%
IC
932
IEQ Capital
California
$260K -$183K -8,286 -41%
SA
933
Strategic Advisors
New York
$260K -$22K -996 -8%
SNBOSCI
934
Security National Bank of Sioux City Iowa
Iowa
$260K
PS
935
Planned Solutions
California
$260K +$2.92K +132 +1%
TA
936
Trellis Advisors
Washington
$258K
LCM
937
Leisure Capital Management
California
$256K -$1.99K -90 -0.8%
DAM
938
Delta Asset Management
Tennessee
$254K +$2.06K +93 +0.8%
MF
939
Manchester Financial
California
$251K -$5.38M -243,291 -96%
FFM
940
Forum Financial Management
Illinois
$250K -$9.43K -426 -4%
ATC
941
Argent Trust Co
Tennessee
$250K
SFP
942
Sandbox Financial Partners
Maryland
$249K -$45.8K -2,070 -16%
EI
943
Ellevest Inc
New York
$249K +$663 +30 +0.3%
DI
944
Disciplined Investments
Oklahoma
$249K +$2.32K +105 +0.9%
PCM
945
Palouse Capital Management
Washington
$249K +$31.1K +1,401 +14%
RRC
946
Relaxing Retirement Coach
Massachusetts
$248K
CG
947
Corundum Group
Colorado
$248K
DC
948
Darrow Company
Massachusetts
$248K
LRPA
949
L. Roy Papp & Associates
Arizona
$247K
GG
950
Gofen & Glossberg
Illinois
$247K +$864 +39 +0.4%