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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 %
WA
1001
Wealth Alliance
New York
$407K +$26.9K +1,104 +7%
KCFA
1002
Key Client Fiduciary Advisors
New Jersey
$407K +$76.2K +3,123 +23%
LC
1003
LCNB Corp
Ohio
$407K +$113K +4,650 +39%
RWP
1004
RWA Wealth Partners
Massachusetts
$405K +$54.5K +2,235 +16%
RI
1005
Ridgewood Investments
New Jersey
$405K
BFC
1006
Bedel Financial Consulting
Indiana
$402K +$146 +6 +0%
STA
1007
Summit Trail Advisors
New York
$402K +$111K +4,536 +38%
BAWC
1008
Boyce & Associates Wealth Consulting
Texas
$401K +$7.22K +297 +2%
IA
1009
Insight Advisors
Pennsylvania
$390K +$390K +16,005 New
SLA
1010
Silver Lake Advisory
Utah
$390K +$390K +15,999 New
VPIM
1011
Vanguard Personalized Indexing Management
California
$388K +$12.3K +504 +3%
AA
1012
AlphaQ Advisors
Florida
$387K +$15.8K +648 +4%
TRCT
1013
Tower Research Capital (TRC)
New York
$387K +$286K +11,754 +284%
AP
1014
Adero Partners
California
$386K +$5.12K +210 +1%
IWS
1015
Insight Wealth Strategies
California
$386K +$1.98K +81 +0.5%
SWMG
1016
Sanchez Wealth Management Group
Florida
$386K
AIMC
1017
Alley Investment Management Company
Illinois
$385K -$20.9K -855 -5%
SSB
1018
Sandy Spring Bank
Maryland
$385K -$4.76K -195 -1%
BKA
1019
Brick & Kyle Associates
Pennsylvania
$383K +$733 +30 +0.2%
DSC
1020
Duncker Streett & Co
Missouri
$381K +$146 +6 +0%
CWM
1021
Castle Wealth Management
Florida
$378K -$71.8K -2,946 -16%
1SB
1022
1ST Source Bank
Indiana
$378K
WAL
1023
W Advisors LLC
Tennessee
$376K +$173K +7,113 +86%
VC
1024
Vicus Capital
Pennsylvania
$373K +$169K +6,921 +82%
MWP
1025
Madison Wealth Partners
Wisconsin
$372K +$1.24K +51 +0.3%