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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 %
FCM
926
Firestone Capital Management
Florida
$540K +$79.5K +3,261 +17%
KCM
927
KM Capital Management
Texas
$539K -$191K -7,848 -26%
SIC
928
Sigma Investment Counselors
Michigan
$539K +$4.39K +180 +0.8%
First Manhattan
929
First Manhattan
New York
$538K +$154K +6,297 +40%
Betterment LLC
930
Betterment LLC
New York
$535K +$169K +6,915 +46%
Qube Research & Technologies (QRT)
931
Qube Research & Technologies (QRT)
United Kingdom
$534K -$654K -26,829 -55%
HKIM
932
Hayek Kallen Investment Management
Alabama
$529K +$150K +6,129 +39%
HIC
933
Holderness Investments Company
North Carolina
$528K -$6.07K -249 -1%
LBC
934
Lowe Brockenbrough & Co
Virginia
$528K
CWM
935
Collaborative Wealth Management
Florida
$528K +$528K +21,648 New
BWIA
936
Bryant Woods Investment Advisors
New York
$525K +$1.46K +60 +0.3%
PP
937
PDS Planning
Ohio
$517K +$55.4K +2,271 +12%
I2I
938
Insight 2811 Inc
Illinois
$515K -$8.05K -330 -2%
NP
939
NorthRock Partners
Minnesota
$513K +$17.1K +702 +3%
BHWM
940
Bar Harbor Wealth Management
New Hampshire
$512K -$73.2K -3,000 -13%
SIMM
941
Stillwater Investment Management (Minnesota)
Minnesota
$512K +$878 +36 +0.2%
ES
942
ETF Store
Kansas
$506K -$19.4K -807 -4%
FC
943
Forte Capital
New York
$506K -$13.8K -567 -3%
Principal Financial Group
944
Principal Financial Group
Iowa
$505K
SL
945
Salomon & Ludwin
Virginia
$503K
LWM
946
Liberty Wealth Management
California
$503K +$503K +21,105 New
AWM
947
Angeles Wealth Management
California
$498K -$71K -2,910 -12%
LWM
948
Lyell Wealth Management
California
$495K +$25.4K +1,041 +5%
CHJWM
949
Carlton Hofferkamp & Jenks Wealth Management
Texas
$492K +$168K +7,173 +52%
MHR
950
Matthew Hamilton Rosenberg
$491K