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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 %
Principal Financial Group
976
Principal Financial Group
Iowa
$488K -$354 -15 -0.1%
FC
977
Forte Capital
New York
$488K -$1.63K -69 -0.3%
SL
978
Salomon & Ludwin
Virginia
$486K
WP
979
Westmount Partners
California
$485K +$181K +7,680 +60%
LC
980
LCNB Corp
Ohio
$483K
SWM
981
Stockman Wealth Management
Montana
$481K -$104K -4,422 -18%
TWC
982
TD Waterhouse Canada
Ontario, Canada
$480K -$6.94K -294 -1%
PP
983
PDS Planning
Ohio
$479K +$14.7K +624 +3%
RCM
984
Rain Capital Management
Oregon
$475K +$8.85K +375 +2%
ALWM
985
Andrews Lucia Wealth Management
California
$473K +$3.68K +156 +0.8%
PJSIMP
986
P.J. Schmidt Investment Management (PJS)
Wisconsin
$473K -$49.1K -2,106 -9%
ES
987
ETF Store
Kansas
$469K -$5.09K -216 -1%
MC
988
Montag & Caldwell
Georgia
$469K -$190K -8,046 -29%
MHR
989
Matthew Hamilton Rosenberg
$468K
AFA
990
Atlas Financial Advisors
California
$465K +$253K +10,725 +119%
CIA
991
Covington Investment Advisors
Pennsylvania
$454K +$1.27K +54 +0.3%
SL
992
Stevard LLC
Illinois
$453K -$277K -11,757 -38%
RIL
993
Rothschild Investment LLC
Illinois
$452K -$306K -12,981 -40%
Allspring Global Investments
994
Allspring Global Investments
North Carolina
$450K -$354 -15 -0.1%
Squarepoint
995
Squarepoint
New York
$448K -$187K -7,917 -29%
VPIM
996
Vanguard Personalized Indexing Management
California
$443K +$4.46K +189 +1%
SAMT
997
Select Asset Management & Trust
Pennsylvania
$442K -$553K -23,457 -56%
PVI
998
Pine Valley Investments
New Jersey
$441K +$441K +18,711 New
WP
999
WMS Partners
Maryland
$440K -$32.6K -1,383 -7%
FCA
1000
FinTrust Capital Advisors
South Carolina
$437K +$195K +8,268 +81%