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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 %
JCM
951
Jacobi Capital Management
Pennsylvania
$489K +$37.8K +1,551 +8%
WP
952
WMS Partners
Maryland
$486K +$4.61K +189 +1%
SB
953
Sunflower Bank
Texas
$483K -$55.6K -2,280 -10%
VWM
954
Vigilare Wealth Management
Arizona
$483K -$29.7K -1,218 -6%
HPC
955
HM Payson & Co
Maine
$482K +$216K +8,838 +81%
ALWM
956
Andrews Lucia Wealth Management
California
$481K +$3.37K +138 +0.7%
ETIA
957
Epic Trust Investment Advisors
Washington
$479K +$255K +10,455 +114%
ZIM
958
Zacks Investment Management
Illinois
$476K +$32K +1,311 +7%
IC
959
IEQ Capital
California
$475K -$16.2K -663 -3%
GAG
960
GM Advisory Group
New York
$469K +$469K +19,251 New
BAG
961
Bridgewealth Advisory Group
California
$468K -$123K -5,058 -21%
CSPAM
962
Cary Street Partners Asset Management
Virginia
$468K +$25.8K +1,059 +6%
Allspring Global Investments
963
Allspring Global Investments
North Carolina
$466K
ODG
964
O'Dell Group
Ohio
$464K +$245K +10,041 +112%
CGA
965
Crescent Grove Advisors
Illinois
$458K -$4M -164,211 -90%
GAM
966
Gemmer Asset Management
California
$457K +$457K +18,723 New
RFN
967
Redwood Financial Network
Ohio
$455K +$31.7K +1,299 +7%
SIMG
968
Sonora Investment Management Group
Arizona
$454K +$32.5K +1,332 +8%
SFM
969
Signet Financial Management
New Jersey
$453K -$44K -1,803 -9%
RCM
970
Rain Capital Management
Oregon
$452K +$3.51K +144 +0.8%
AC
971
AlphaCore Capital
California
$451K +$448K +18,375 +15,313%
FA
972
FC Advisory
Pennsylvania
$451K -$10.1K -414 -2%
CB
973
CNB Bank
Pennsylvania
$450K -$47.4K -1,944 -10%
OFG
974
Omega Financial Group
California
$450K -$20K -822 -4%
SP
975
Successful Portfolios
Florida
$447K -$24.2K -993 -5%