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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 %
CPC
976
Consolidated Planning Corp
Georgia
$226K -$6.58K -297 -3%
VAS
977
Valicenti Advisory Services
New York
$225K
RWA
978
Redmont Wealth Advisors
Illinois
$220K +$20.3K +915 +10%
CSIC
979
Clifford Swan Investment Counsel
California
$219K -$8.3K -375 -4%
IWA
980
Intercontinental Wealth Advisors
Texas
$219K
CCM
981
Crew Capital Management
Ohio
$219K +$219K +9,900 New
FFA
982
First Foundation Advisors
California
$218K +$218K +9,825 New
MWM
983
Modera Wealth Management
New Jersey
$215K
AIM
984
Aspen Investment Management
Michigan
$214K
CC
985
Cadinha & Co
Hawaii
$213K
RZH
986
Relyea Zuckerberg Hanson
Connecticut
$212K -$43.3K -1,950 -17%
PFA
987
Pure Financial Advisors
California
$211K -$3.92K -177 -2%
FCA
988
FinTrust Capital Advisors
South Carolina
$211K +$60K +2,577 +40%
WA
989
WESPAC Advisors
California
$211K +$211K +9,528 New
DI
990
DFPG Investments
Utah
$209K -$1.05K -45 -0.5%
LFG
991
Lockerman Financial Group
California
$208K +$208K +9,396 New
PMFA
992
Plante Moran Financial Advisors
Michigan
$206K +$129K +5,853 +169%
MA
993
MUFG Americas
New York
$205K
WFM
994
Wolff Financial Management
Michigan
$205K
LNWWM
995
Laird Norton Wetherby Wealth Management
California
$204K +$204K +9,195 New
BOM
996
Bank of Marin
California
$203K -$95.5K -4,320 -32%
GC
997
GFG Capital
Florida
$203K +$15.6K +702 +8%
ODIJL
998
One Day In July LLC
Vermont
$202K
SFP
999
Strategic Financial Partners
Oregon
$202K +$1.86K +84 +0.9%
PCFFS
1000
Pacific Center for Financial Services
California
$195K +$1.79K +81 +0.9%