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Schwab US Dividend Equity ETF

1,167 hedge funds and large institutions have $13.1B invested in Schwab US Dividend Equity ETF in 2022 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 629 increasing their positions, 251 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,167
Holders Change
+61
Holders Change %
+5.52%
% of All Funds
18.47%
Holding in Top 10
191
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+14.37%
% of All Funds
3.02%
New
130
Increased
629
Reduced
251
Closed
54
Calls
$34.5M
Puts
$28.7M
Net Calls
+$5.82M
Net Calls Change
-$6.59M
Name Holding Trade Value Shares
Change
Shares
Change %
EW
1026
Element Wealth
Mississippi
$170K
FCMA
1027
Foresight Capital Management Advisors
Michigan
$167K +$167K +6,357 New
WWM
1028
Wolff Wiese Magana
California
$163K -$20K -762 -11%
MRCM
1029
M&R Capital Management
New Jersey
$161K +$1.02K +39 +0.6%
SN
1030
Sittner & Nelson
Oregon
$158K
FPFS
1031
First Personal Financial Services
North Carolina
$156K -$4.81K -183 -3%
DWMG
1032
DB Wealth Management Group
California
$156K
TCWA
1033
Ten Capital Wealth Advisors
Washington
$152K
TWP
1034
TFO Wealth Partners
Ohio
$151K +$151K +5,727 New
BWA
1035
BDO Wealth Advisors
Florida
$150K +$709 +27 +0.5%
HFS
1036
HBC Financial Services
Washington
$137K
GAM
1037
Gemmer Asset Management
California
$136K +$789 +30 +0.6%
GWS
1038
Glassman Wealth Services
Virginia
$136K +$107K +4,056 +366%
CIR
1039
Clear Investment Research
Georgia
$134K +$23.2K +882 +21%
FMP
1040
Financial Management Professionals
Texas
$133K +$395 +15 +0.3%
PFGIA
1041
Patriot Financial Group Insurance Agency
Massachusetts
$130K -$164K -6,261 -56%
TFA
1042
Toth Financial Advisory
Virginia
$128K +$14.5K +552 +13%
AWM
1043
Accel Wealth Management
Iowa
$123K +$21.8K +825 +22%
GT
1044
Glenmede Trust
Pennsylvania
$120K
PCA
1045
Permit Capital Advisors
Pennsylvania
$119K +$119K +4,455 New
WPA
1046
West Paces Advisors
Georgia
$118K
TWA
1047
TCI Wealth Advisors
Arizona
$108K +$7.25K +276 +7%
CAM
1048
Costello Asset Management
Pennsylvania
$106K -$38.5K -1,467 -27%
ACA
1049
Aptus Capital Advisors
Alabama
$105K +$8.68K +330 +9%
EWM
1050
Evermay Wealth Management
Virginia
$103K