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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 %
MF
1126
Manchester Financial
California
$246K -$6.58K -270 -3%
CPC
1127
Consolidated Planning Corp
Georgia
$246K
GT
1128
Greenleaf Trust
Michigan
$245K +$47.6K +1,950 +24%
WA
1129
Waterford Advisors
New York
$244K
DIP
1130
DT Investment Partners
Pennsylvania
$243K -$19.4M -801,564 -99%
IWA
1131
Intercontinental Wealth Advisors
Texas
$241K
AIP
1132
Almanack Investment Partners
Pennsylvania
$240K -$201K -8,241 -46%
HIP
1133
HUB Investment Partners
Texas
$238K +$238K +9,765 New
RWRC
1134
R.W. Roge & Company
New York
$238K -$50.9K -2,094 -18%
GC
1135
GFG Capital
Florida
$237K +$1.13K +45 +0.5%
BA
1136
Bridge Advisory
California
$237K -$148K -6,081 -39%
AIM
1137
Aspen Investment Management
Michigan
$236K +$365 +15 +0.2%
CC
1138
Cadinha & Co
Hawaii
$234K
AIC
1139
Archer Investment Corporation
Indiana
$234K -$16.3K -669 -7%
CA
1140
Claro Advisors
Massachusetts
$232K +$146 +6 +0.1%
QCM
1141
Quantinno Capital Management
New York
$232K
TWC
1142
TD Waterhouse Canada
Ontario, Canada
$231K +$111K +4,464 +93%
BWFA
1143
Baltimore-Washington Financial Advisors
Maryland
$231K +$512 +21 +0.2%
WFS
1144
Weitzel Financial Services
Iowa
$231K +$231K +9,420 New
UB
1145
UMB Bank
Missouri
$230K +$32.9K +1,350 +17%
TFCP
1146
Twin Focus Capital Partners
Massachusetts
$230K +$22.5K +921 +11%
KA
1147
Klingman & Associates
New York
$229K +$3.8K +156 +2%
GWM
1148
Guardian Wealth Management
Illinois
$228K +$23.7K +972 +12%
CWM
1149
Cornerstone Wealth Management
Missouri
$228K +$228K +9,360 New
Renaissance Technologies
1150
Renaissance Technologies
New York
$227K -$1.32M -54,000 -85%