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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 %
V
1026
ViaWealth
Kansas
$368K +$1.24K +51 +0.3%
AFG
1027
Alterity Financial Group
Maine
$364K +$25.2K +1,032 +7%
HI
1028
Hendershot Investments
Virginia
$363K +$1.98K +81 +0.5%
AAS
1029
Annex Advisory Services
Wisconsin
$363K +$363K +14,871 New
SF
1030
Synovus Financial
Georgia
$362K +$65.1K +2,667 +22%
BB
1031
Bell Bank
North Dakota
$361K -$536K -21,981 -60%
IP
1032
Ignite Planners
California
$361K +$134K +5,478 +59%
LNWWM
1033
Laird Norton Wetherby Wealth Management
California
$359K -$70.9K -2,907 -16%
GAM
1034
Gotham Asset Management
New York
$358K +$156K +6,399 +77%
MWM
1035
Modera Wealth Management
New Jersey
$354K -$1.98K -81 -0.6%
CW
1036
Connectus Wealth
Ohio
$353K +$18.6K +762 +6%
GAM
1037
Grandview Asset Management
Pennsylvania
$352K -$28.9K -1,185 -8%
GHA
1038
GW Henssler & Associates
Georgia
$351K +$13.5K +552 +4%
IWP
1039
Insight Wealth Partners
Texas
$350K
WFA
1040
West Financial Advisors
Iowa
$348K +$50.5K +2,070 +17%
FWM
1041
Finer Wealth Management
Massachusetts
$346K -$22K -903 -6%
RWB
1042
RMR Wealth Builders
New Jersey
$345K +$345K +14,151 New
BI
1043
Ballast Inc
Kentucky
$344K
PJSIMP
1044
P.J. Schmidt Investment Management (PJS)
Wisconsin
$343K +$90.6K +3,786 +36%
AIM
1045
Acropolis Investment Management
Missouri
$339K
GL
1046
Graypoint LLC
New York
$339K +$339K +13,905 New
MWM
1047
MinichMacGregor Wealth Management
New York
$338K +$313K +12,816 +1,214%
ECM
1048
Evergreen Capital Management
Washington
$337K +$337K +13,827 New
Simplex Trading
1049
Simplex Trading
Illinois
$332K +$332K +13,617 New
UIA
1050
Ulland Investment Advisors
Minnesota
$331K +$81.3K +3,336 +33%