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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 %
GWS
1026
Glassman Wealth Services
Virginia
$119K +$1.27K +57 +1%
CIR
1027
Clear Investment Research
Georgia
$109K
IWA
1028
Icon Wealth Advisors
Texas
$103K +$103K +4,647 New
RBC
1029
Roble Belko & Company
Pennsylvania
$97K -$67.3K -3,051 -41%
CMP
1030
Coston McIsaac & Partners
Maine
$96K +$1.51K +69 +2%
PWMG
1031
Prestige Wealth Management Group
New Jersey
$93K
LFG
1032
Larson Financial Group
Missouri
$91K +$65.8K +2,979 +261%
CAM
1033
Costello Asset Management
Pennsylvania
$88K +$133 +6 +0.2%
PIP
1034
Peachtree Investment Partners
Florida
$87K -$940K -42,402 -92%
EWM
1035
Evermay Wealth Management
Virginia
$85K -$34.7K -1,560 -29%
ACA
1036
Aptus Capital Advisors
Alabama
$85K -$13.6K -612 -14%
BA
1037
Ballast Advisors
Minnesota
$84K
TAM
1038
Tucker Asset Management
Colorado
$82.1K +$82.1K +3,333 New
DCBT
1039
Dakota Community Bank & Trust
North Dakota
$80K +$80K +3,600 New
RP
1040
Rice Partnership
Hawaii
$79K
Parallax Volatility Advisers
1041
Parallax Volatility Advisers
California
$79K +$79K +3,552 New
AFS
1042
Annapolis Financial Services
Maryland
$73K
SIM
1043
Studio Investment Management
Illinois
$66.6K -$1.53K -69 -2%
FF
1044
FourThought Financial
Florida
$66K
HFS
1045
Hantz Financial Services
Michigan
$66K
TCM
1046
TD Capital Management
Tennessee
$65K +$65K +2,946 New
TIM
1047
Tortoise Investment Management
New York
$64K
HR
1048
Howe & Rusling
New York
$64K +$25.4K +1,152 +66%
MA
1049
Montag & Associates
Georgia
$63K
HWMA
1050
Heritage Wealth Management (Arizona)
Arizona
$63K +$47.4K +2,151 +305%