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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 %
SWA
1051
Sutton Wealth Advisors
Florida
$329K -$17.3K -708 -5%
WP
1052
Westmount Partners
California
$329K +$9.15K +375 +3%
WAM
1053
Worth Asset Management
Texas
$329K -$2.72M -111,336 -89%
FNBT
1054
FineMark National Bank & Trust
Florida
$327K +$7.46K +306 +2%
WCA
1055
Waypoint Capital Advisors
Minnesota
$326K +$2.41K +99 +0.7%
EWMCB
1056
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$326K +$2.71K +111 +0.8%
TDC
1057
Thompson Davis & Co
Virginia
$324K +$54.8K +2,247 +20%
CAL
1058
Capital Advisors Ltd
Ohio
$324K +$60.5K +2,481 +23%
FFM
1059
Forum Financial Management
Illinois
$323K +$14.5K +594 +5%
OWP
1060
Obermeyer Wealth Partners
Colorado
$321K -$24.4K -1,002 -7%
CAWM
1061
Capital Advisors Wealth Management
Washington
$321K -$44.8K -1,836 -12%
OCM
1062
One Capital Management
California
$315K -$185K -7,572 -37%
MWM
1063
Merriman Wealth Management
Washington
$314K +$4.61K +189 +1%
DWM
1064
Destination Wealth Management
California
$312K -$112K -4,608 -26%
AAG
1065
Armstrong Advisory Group
Massachusetts
$311K -$24.6K -1,008 -7%
EI
1066
Ellevest Inc
New York
$311K +$5.93K +243 +2%
HWA
1067
Heritage Wealth Advisors
Virginia
$311K
RP
1068
Rice Partnership
Hawaii
$310K +$310K +12,729 New
DP
1069
DDD Partners
Washington
$309K -$5.71K -234 -2%
PCIA
1070
Prime Capital Investment Advisors
Kansas
$306K -$3.56M -145,995 -92%
BBA
1071
BLB&B Advisors
Pennsylvania
$305K +$36.7K +1,503 +14%
SLT
1072
St Louis Trust
Missouri
$304K
AIC
1073
Argus Investors Counsel
New York
$302K -$732 -30 -0.2%
ONSWM
1074
Old North State Wealth Management
North Carolina
$301K -$8.42K -345 -3%
NCM
1075
Novare Capital Management
North Carolina
$300K +$300K +12,285 New