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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.

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 Market Value Shares Shares
Change
Shares
Change %
BB
1051
Bell Bank
North Dakota
$354K 15,000
HW
1052
Hancock Whitney
Mississippi
$354K 15,000 +15,000 New
HPC
1053
HM Payson & Co
Maine
$346K 14,676 -300 -2%
CWM
1054
Castle Wealth Management
Florida
$346K 14,664
PWM
1055
Prosperity Wealth Management
California
$343K 14,526 -27,237 -65%
LNWWM
1056
Laird Norton Wetherby Wealth Management
California
$341K 14,451 -144 -1%
AFG
1057
Alterity Financial Group
Maine
$340K 14,403 -456 -3%
KFS
1058
Kelly Financial Services
Massachusetts
$339K 14,391 -39 -0.3%
CCA
1059
Column Capital Advisors
Indiana
$339K 14,364 +11,889 +480%
IWP
1060
Insight Wealth Partners
Texas
$338K 14,340
WFA
1061
West Financial Advisors
Iowa
$337K 14,286
LIG
1062
Lokken Investment Group
Delaware
$337K 14,274 -177 -1%
FWM
1063
Finer Wealth Management
Massachusetts
$335K 14,220 +1,188 +9%
GAM
1064
Grandview Asset Management
Pennsylvania
$335K 14,190 +14,190 New
GL
1065
Graypoint LLC
New York
$334K 14,142 +120 +0.9%
BI
1066
Ballast Inc
Kentucky
$333K 14,100
PCP
1067
Proficio Capital Partners
Massachusetts
$332K 14,088 +14,088 New
BWL
1068
Bogart Wealth LLC
Virginia
$329K 13,947 -6,639 -32%
FWCM
1069
Ferguson Wellman Capital Management
Oregon
$328K 13,890
VWA
1070
V Wealth Advisors
Kansas
$327K 13,869 -27,228 -66%
FM
1071
Foster & Motley
Ohio
$323K 13,683 +246 +2%
DIA
1072
Dana Investment Advisors
Wisconsin
$320K 13,554 -888 -6%
AC
1073
AlphaCore Capital
California
$320K 13,551 +72 +0.5%
SWA
1074
Sutton Wealth Advisors
Florida
$319K 13,539 +3 +0%
LAM
1075
LifePro Asset Management
California
$319K 13,536 -2,295 -14%