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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.

Holders
1,373
Holders Change
+6
Holders Change %
+0.44%
% of All Funds
21.9%
Holding in Top 10
238
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.8%
New
103
Increased
670
Reduced
468
Closed
77
Calls
$89.6M
Puts
$54.3M
Net Calls
+$35.3M
Net Calls Change
-$13.9M
Name Market Value Shares Shares
Change
Shares
Change %
AWS
76
Atria Wealth Solutions
New York
$36.5M 515,178 +821 +0.2%
AWM
77
AE Wealth Management
Kansas
$36.3M 513,142 +87,832 +21%
WF
78
Whelan Financial
California
$36.2M 511,229 +15,192 +3%
SCA
79
Scott Capital Advisors
Oregon
$35.4M 497,678 +45,148 +10%
RWP
80
Reliant Wealth Planning
Kentucky
$35.1M 496,749 +102,753 +26%
OIA
81
OneDigital Investment Advisors
Kansas
$34.5M 487,760 -274,177 -36%
LFS
82
Legacy Financial Strategies
Kansas
$34.5M 495,558 -62,307 -11%
BPA
83
Beacon Pointe Advisors
California
$34M 480,567 +79,162 +20%
ETS
84
ESL Trust Services
New York
$34M 479,897 +31,444 +7%
AWM
85
Axxcess Wealth Management
California
$33.9M 479,442 +153,229 +47%
NA
86
NewEdge Advisors
Louisiana
$33.4M 471,509 +2,738 +0.6%
AT
87
American Trust
Kentucky
$33.1M 467,770 +15,093 +3%
PWP
88
Principle Wealth Partners
Connecticut
$32.9M 465,167 +75,193 +19%
SFG
89
Sunburst Financial Group
Alabama
$32.4M 458,376 +5,760 +1%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$32.2M 454,798 +93,719 +26%
WAM
91
WFA Asset Management
Wisconsin
$31.4M 443,595 +9,522 +2%
SIA
92
Soltis Investment Advisors
Utah
$31.1M 439,994 +1,776 +0.4%
Charles Schwab
93
Charles Schwab
California
$31.1M 439,893 -71,295 -14%
FFS
94
Founders Financial Securities
Maryland
$30.3M 428,878 +28,883 +7%
KWA
95
Kellett Wealth Advisors
Ohio
$29.4M 415,824 -29,448 -7%
EA
96
Evergreen Advisors
Tennessee
$29.4M 415,148 +3,966 +1%
WMS
97
Wealth Management Solutions
Pennsylvania
$29.3M 413,874 -6,743 -2%
AWC
98
Adamsbrown Wealth Consultants
Kansas
$29.2M 413,143 -3,722 -0.9%
CWM
99
Cedar Wealth Management
California
$29.2M 413,137 +12,994 +3%
MSFS
100
Main Street Financial Solutions
Pennsylvania
$28.8M 407,682 +7,202 +2%