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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
3.8%
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 %
IC
1026
IEQ Capital
California
$393K -$512K -21,696 -57%
CA
1027
Carson Advisory
Georgia
$389K -$65.6K -2,781 -14%
IIC
1028
Ironwood Investment Counsel
Arizona
$389K -$4.67K -198 -1%
ESB
1029
Essex Savings Bank
Connecticut
$384K -$182K -7,701 -32%
RZH
1030
Relyea Zuckerberg Hanson
Connecticut
$383K +$69.9K +2,964 +22%
SFM
1031
Signet Financial Management
New Jersey
$383K -$39.4K -1,671 -9%
WHG
1032
Westwood Holdings Group
Texas
$381K +$381K +16,164 New
BFC
1033
Bedel Financial Consulting
Indiana
$381K +$71 +3 +0%
AIMC
1034
Alley Investment Management Company
Illinois
$380K +$4.6K +195 +1%
OWP
1035
Obermeyer Wealth Partners
Colorado
$379K +$121K +5,145 +47%
NP
1036
NorthRock Partners
Minnesota
$374K -$10.5K -447 -3%
SWMG
1037
Sanchez Wealth Management Group
Florida
$373K
CWA
1038
CM Wealth Advisors
Ohio
$372K +$372K +15,783 New
DSC
1039
Duncker Streett & Co
Missouri
$372K +$212 +9 +0.1%
1SB
1040
1ST Source Bank
Indiana
$369K
DI
1041
Disciplined Investments
Oklahoma
$368K +$6.65K +282 +2%
GWM
1042
GSB Wealth Management
Connecticut
$367K +$6.86K +291 +2%
OFG
1043
Omega Financial Group
California
$364K -$25.3K -1,071 -6%
KCM
1044
Kathmere Capital Management
Pennsylvania
$364K -$425K -18,000 -54%
VV
1045
Verity & Verity
South Carolina
$363K +$49.3K +2,091 +16%
HIC
1046
Holderness Investments Company
North Carolina
$361K +$2.55K +108 +0.7%
RWB
1047
RMR Wealth Builders
New Jersey
$359K -$12K -510 -3%
BFP
1048
Beacon Financial Planning
Massachusetts
$358K +$139K +5,895 +64%
TDC
1049
Thompson Davis & Co
Virginia
$356K +$42.3K +1,794 +14%
BKA
1050
Brick & Kyle Associates
Pennsylvania
$355K -$15.4K -654 -4%