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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 %
RBCM
1101
Raub Brock Capital Management
California
$270K -$67.7K -2,775 -20%
EWA
1102
Exencial Wealth Advisors
Oklahoma
$267K -$14.6K -597 -5%
TH
1103
Team Hewins
California
$267K +$267K +10,962 New
VAS
1104
Valicenti Advisory Services
New York
$267K -$11.1K -453 -4%
HAC
1105
Harbor Advisory Corp
New Hampshire
$266K
MSCM
1106
McElhenny Sheffield Capital Management
Texas
$266K -$12.4K -510 -4%
TC
1107
Tenret Company
Florida
$265K -$4.76K -195 -2%
RWA
1108
River Wealth Advisors
Pennsylvania
$263K
HA
1109
HFG Advisors
Ohio
$263K
LCM
1110
Leisure Capital Management
California
$261K -$27.4K -1,125 -10%
TWM
1111
Tanglewood Wealth Management
Texas
$260K +$260K +10,677 New
FCA
1112
FinTrust Capital Advisors
South Carolina
$258K
MFC
1113
Morris Financial Concepts
South Carolina
$257K -$3.29K -135 -1%
MWA
1114
Meridian Wealth Advisors
Texas
$255K
PA
1115
Perennial Advisors
New York
$255K
GCWM
1116
Graham Capital Wealth Management
District of Columbia
$255K +$255K +1,044 New
ARG
1117
Advisory Resource Group
Oklahoma
$254K +$48.4K +1,986 +24%
WPA
1118
West Paces Advisors
Georgia
$253K +$6.29K +258 +3%
WP
1119
WealthSource Partners
California
$252K +$252K +10,326 New
SWA
1120
SFMG Wealth Advisors
Texas
$252K +$252K +10,323 New
BFA
1121
Bragg Financial Advisors
North Carolina
$251K
SA
1122
Strategic Advisors
New York
$250K -$22K -903 -8%
DC
1123
Darrow Company
Massachusetts
$250K -$24K -984 -9%
KFA
1124
Kelleher Financial Advisors
New York
$247K +$247K +10,140 New
LFG
1125
Lockerman Financial Group
California
$247K +$15.7K +645 +7%