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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 %
RWM
1076
RKL Wealth Management
Pennsylvania
$319K 13,518 -23,655 -64%
M1FG
1077
Mach-1 Financial Group
Arkansas
$317K 13,425 +654 +5%
MCP
1078
Mirador Capital Partners
California
$316K 13,407 -7,941 -37%
FNBT
1079
FineMark National Bank & Trust
Florida
$316K 13,392 -1,584 -11%
MWM
1080
Merriman Wealth Management
Washington
$315K 13,359 -441 -3%
NHC
1081
Nicholas Hoffman & Company
Georgia
$315K 13,353 +1,125 +9%
GAM
1082
Gemmer Asset Management
California
$314K 13,314 -120 -0.9%
CAWM
1083
Capital Advisors Wealth Management
Washington
$314K 13,314 +6 +0%
CAL
1084
Capital Advisors Ltd
Ohio
$314K 13,329 +21 +0.2%
SNBOSD
1085
Security National Bank of So Dak
Iowa
$313K 13,287
CTWM
1086
Cherry Tree Wealth Management
Minnesota
$313K 13,278
FWM
1087
Fortress Wealth Management
California
$313K 13,272 +339 +3%
HWA
1088
Heritage Wealth Advisors
Virginia
$311K 13,182
AIC
1089
Argus Investors Counsel
New York
$309K 13,083 +696 +6%
FIS
1090
Fischer Investment Strategies
California
$306K 12,984 -948 -7%
VWM
1091
Vigilare Wealth Management
Arizona
$306K 12,978 -1,989 -13%
Neuberger Berman Group
1092
Neuberger Berman Group
New York
$305K 12,915 +4,605 +55%
AIM
1093
Aspen Investment Management
Michigan
$304K 12,921 +2,556 +25%
VCM
1094
Virtue Capital Management
Tennessee
$302K 12,471
AAG
1095
Armstrong Advisory Group
Massachusetts
$302K 12,792 +12 +0.1%
RP
1096
Rice Partnership
Hawaii
$300K 12,729 -1,053 -8%
AIM
1097
Acropolis Investment Management
Missouri
$300K 12,705 -1,005 -7%
CB
1098
CNB Bank
Pennsylvania
$299K 12,678 -954 -7%
ONSWM
1099
Old North State Wealth Management
North Carolina
$297K 12,579 +114 +0.9%
PS
1100
Planned Solutions
California
$295K 12,513 +6 +0%