SCHD icon

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 %
WFM
1151
Wolff Financial Management
Michigan
$227K +$73 +3 +0%
SFP
1152
Strategic Financial Partners
Oregon
$226K +$1.9K +78 +0.8%
TWM
1153
Thrive Wealth Management
Pennsylvania
$223K +$4.39K +180 +2%
BAM
1154
Bosun Asset Management
Illinois
$219K
CWM
1155
Concentric Wealth Management
California
$219K +$1.1K +45 +0.5%
PA
1156
Procyon Advisors
Connecticut
$219K -$51.9K -2,130 -19%
PCFFS
1157
Pacific Center for Financial Services
California
$218K +$218K +8,958 New
SIC
1158
SJS Investment Consulting
Ohio
$218K +$150K +6,150 +220%
PWM
1159
Pacific Wealth Management
California
$217K
VCM
1160
Virtue Capital Management
Tennessee
$217K -$68K -2,868 -24%
AFA
1161
Atlas Financial Advisors
California
$216K +$216K +8,841 New
SCA
1162
Stonebridge Capital Advisors
Minnesota
$216K +$31.6K +1,296 +17%
RGC
1163
Roberts, Glore & Co
Illinois
$215K
ACP
1164
Aviance Capital Partners
Florida
$215K +$20.6K +846 +11%
WE
1165
Wealth Effects
Massachusetts
$215K +$215K +8,814 New
SFP
1166
Sandbox Financial Partners
Maryland
$213K -$17.6K -723 -8%
OWA
1167
One Wealth Advisors
California
$212K +$212K +8,709 New
CWM
1168
ClientFirst Wealth Management
Arkansas
$212K -$91.5K -3,750 -30%
FA
1169
Fountainhead AM
New Jersey
$212K +$293 +12 +0.1%
FWA
1170
Freedom Wealth Alliance
Wisconsin
$212K
HGWM
1171
Horst & Graben Wealth Management
Oregon
$211K
RCA
1172
Resonant Capital Advisors
Wisconsin
$211K -$7.32K -300 -3%
WAAG
1173
Wealth Alliance Advisory Group
Kansas
$210K
MRCM
1174
M&R Capital Management
New Jersey
$208K +$24.1K +990 +13%
CWM
1175
Calamos Wealth Management
Illinois
$207K +$207K +8,508 New