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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 %
NSG
951
Nalls Sherbakoff Group
Tennessee
$545K
FCM
952
Firestone Capital Management
Florida
$544K +$3.26K +138 +0.6%
AAS
953
Annex Advisory Services
Wisconsin
$543K -$54.1K -2,292 -9%
FWA
954
FSM Wealth Advisors
Ohio
$538K
RFN
955
Redwood Financial Network
Ohio
$537K +$59.9K +2,541 +13%
YLHM
956
Yelin Lapidot Holdings Management
Israel
$536K +$536K +22,641 New
NSAM
957
North Star Asset Management
Wisconsin
$534K -$12.1K -513 -2%
CCA
958
Cobblestone Capital Advisors
New York
$533K +$8.42K +357 +2%
TPWA
959
TRUE Private Wealth Advisors
Oregon
$528K -$9.69K -411 -2%
JCM
960
Jacobi Capital Management
Pennsylvania
$525K +$64.7K +2,745 +14%
OCM
961
Objective Capital Management
Ohio
$524K +$242K +10,254 +86%
HNW
962
High Note Wealth
Minnesota
$524K +$524K +22,209 New
IA
963
Insight Advisors
Pennsylvania
$521K +$82.1K +3,480 +19%
SAM
964
SP Asset Management
California
$514K -$172K -7,302 -25%
MKA
965
M. Kulyk & Associates
Georgia
$514K +$514K +21,771 New
TI
966
Trexquant Investment
Connecticut
$512K +$512K +21,690 New
BWIA
967
Bryant Woods Investment Advisors
New York
$511K +$2.62K +111 +0.5%
BAWC
968
Boyce & Associates Wealth Consulting
Texas
$511K +$99.6K +4,221 +24%
SIC
969
Sigma Investment Counselors
Michigan
$510K +$15.9K +672 +3%
BCG
970
Breakwater Capital Group
New Jersey
$504K +$305K +13,419 +153%
SIMG
971
Sonora Investment Management Group
Arizona
$502K +$101K +4,302 +25%
BHWM
972
Bar Harbor Wealth Management
New Hampshire
$495K
FA
973
FC Advisory
Pennsylvania
$494K +$10.5K +444 +2%
I2I
974
Insight 2811 Inc
Illinois
$492K
LBC
975
Lowe Brockenbrough & Co
Virginia
$492K