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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 %
FWA
1076
FOCUS Wealth Advisors
Texas
$299K +$299K +12,276 New
CPW
1077
Catalyst Private Wealth
California
$298K -$2.63K -108 -0.9%
PEA
1078
Park Edge Advisors
Ohio
$296K
JCM
1079
J2 Capital Management
Michigan
$295K
DI
1080
Disciplined Investments
Oklahoma
$294K -$55.9K -2,292 -16%
Commonwealth Equity Services
1081
Commonwealth Equity Services
Massachusetts
$293K +$34.9K +1,430,259 +14%
PS
1082
Planned Solutions
California
$291K +$2.12K +87 +0.7%
CAM
1083
Covenant Asset Management
New Jersey
$290K +$290K +11,877 New
NHC
1084
Nicholas Hoffman & Company
Georgia
$287K +$7.32K +300 +3%
TWA
1085
TCI Wealth Advisors
Arizona
$286K +$144K +5,907 +101%
TA
1086
Trellis Advisors
Washington
$284K
PAM
1087
Pegasus Asset Management
New York
$283K +$58.2K +2,385 +26%
EWA
1088
Etesian Wealth Advisors
Oregon
$282K -$1.83K -75 -0.6%
WJWM
1089
Williams Jones Wealth Management
New York
$280K +$280K +11,502 New
RWA
1090
Ropes Wealth Advisors
Massachusetts
$280K -$20.5K -840 -7%
GT
1091
Glenmede Trust
Pennsylvania
$280K -$245K -10,029 -47%
PCA
1092
Pallas Capital Advisors
Massachusetts
$279K +$279K +11,412 New
BWA
1093
Bordeaux Wealth Advisors
California
$277K +$277K +11,358 New
FM
1094
Foster & Motley
Ohio
$276K -$21.2K -870 -7%
ODIJL
1095
One Day In July LLC
Vermont
$275K +$52.7K +2,160 +24%
DAM
1096
Delta Asset Management
Tennessee
$275K +$146 +6 +0.1%
NFSG
1097
Newbridge Financial Services Group
Florida
$275K +$12.1K +498 +5%
CG
1098
Corundum Group
Colorado
$273K
RRC
1099
Relaxing Retirement Coach
Massachusetts
$273K
LRPA
1100
L. Roy Papp & Associates
Arizona
$273K