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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 %
S
976
SignatureFD
Georgia
$444K +$4.1K +168 +0.9%
PFM
977
Parsec Financial Management
North Carolina
$442K -$17.3K -708 -4%
CIA
978
Covington Investment Advisors
Pennsylvania
$441K +$441K +18,087 New
HTC
979
Haverford Trust Company
Pennsylvania
$436K -$29.3K -1,200 -6%
SBH
980
Segall Bryant & Hamill
Illinois
$436K -$2.41K -99 -0.6%
CSI
981
Cross Staff Investments
New York
$434K +$9.51K +390 +2%
LSA
982
L & S Advisors
California
$433K +$433K +17,748 New
VHAM
983
Van Hulzen Asset Management
California
$431K +$431K +17,694 New
PK
984
Pflug Koory
Nebraska
$426K +$4.39K +180 +1%
AFAS
985
Acorn Financial Advisory Services
Virginia
$425K +$44.9K +1,842 +12%
ME
986
McIlrath & Eck
Washington
$423K +$118K +4,839 +39%
LWM
987
Lodestone Wealth Management
Washington
$422K +$133K +5,469 +46%
EIP
988
Ellis Investment Partners
Pennsylvania
$419K +$3.51K +144 +0.8%
EWM
989
Executive Wealth Management
Michigan
$416K +$37.3K +1,530 +10%
GGI
990
Godsey & Gibb Inc
Virginia
$415K -$49.7K -2,040 -11%
CAM
991
Clark Asset Management
New Hampshire
$414K
IIC
992
Ironwood Investment Counsel
Arizona
$413K -$50.8K -2,082 -11%
PP
993
Prudential plc
United Kingdom
$413K -$829K -33,990 -67%
FWCM
994
Ferguson Wellman Capital Management
Oregon
$412K +$73.2K +3,000 +22%
APWA
995
Atlas Private Wealth Advisors
New Jersey
$411K -$323K -13,224 -44%
CC
996
Commons Capital
Massachusetts
$410K +$73 +3 +0%
CWA
997
CM Wealth Advisors
Ohio
$410K +$410K +17,301 New
SM
998
Sensible Money
Arizona
$409K -$951 -39 -0.2%
C
999
Certuity
Florida
$409K +$409K +16,755 New
DWT
1000
Dorsey & Whitney Trust
South Dakota
$408K -$98.3K -4,029 -19%