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Schwab US Dividend Equity ETF

1,176 hedge funds and large institutions have $13.5B invested in Schwab US Dividend Equity ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 654 increasing their positions, 276 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,176
Holders Change
+9
Holders Change %
+0.77%
% of All Funds
19.89%
Holding in Top 10
204
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.81%
% of All Funds
3.45%
New
98
Increased
654
Reduced
276
Closed
71
Calls
$57M
Puts
$30.4M
Net Calls
+$26.6M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PGAM
1126
Princeton Global Asset Management
New Jersey
$19K
SIAP
1127
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K +$3.83K +159 +25%
AWM
1128
Activest Wealth Management
Florida
$19K +$19K +798 New
M1FG
1129
Mach-1 Financial Group
Arkansas
$19K +$19K +843 New
CCM
1130
Chilton Capital Management
Texas
$18K +$18K +741 New
1IA
1131
1834 Investment Advisors
Wisconsin
$17K
PA
1132
PSI Advisors
Florida
$17K +$1.45K +60 +9%
HWMA
1133
Heritage Wealth Management (Arizona)
Arizona
$16.8K
JGIA
1134
Jackson Grant Investment Advisers
Connecticut
$16K +$142 +6 +0.9%
SFG
1135
Steward Financial Group
Texas
$16K +$16K +696 New
TC
1136
Truvestments Capital
Florida
$12K +$12K +486 New
FDCDDQ
1137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K -$17.9K -750 -60%
CPFP
1138
Clear Perspectives Financial Planning
Ohio
$11K +$11K +450 New
AWM
1139
AllSquare Wealth Management
New York
$10K
LB
1140
Legacy Bridge
Iowa
$10K
CSB
1141
City State Bank
Iowa
$9K
WB
1142
West Bancorporation
Iowa
$9K
ANBT
1143
American National Bank & Trust
Texas
$9K +$7.56K +315 +525%
RIM
1144
Rockbridge Investment Management
New York
$8.24K -$53.7K -2,250 -87%
DTIM
1145
Danda Trouve Investment Management
Kansas
$8K
CPA
1146
Cardiff Park Advisors
California
$8K +$1.7K +75 +27%
IFAM
1147
Institutional & Family Asset Management
Colorado
$7K
WFA
1148
WestHill Financial Advisors
California
$7K
MW
1149
Milestone Wealth
New York
$7K
NG
1150
NWK Group
California
$6K