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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 %
GT
1151
Glenmede Trust
Pennsylvania
$257K 3,626 -200 -5%
STA
1152
Summit Trail Advisors
New York
$256K 3,620 -459 -11%
EWA
1153
Etesian Wealth Advisors
Oregon
$255K 3,605
HA
1154
HFG Advisors
Ohio
$254K 3,590
KFGK
1155
Keystone Financial Group (Kentucky)
Kentucky
$254K 3,590 +7 +0.2%
MF
1156
Manchester Financial
California
$253K 3,577 +214 +6%
BPWM
1157
Badgley Phelps Wealth Managers
Washington
$252K 3,565 +3,565 New
UB
1158
UMB Bank
Missouri
$251K 3,545
FFA
1159
First Foundation Advisors
California
$251K 3,542 -10,478 -75%
SB
1160
Simmons Bank
Arkansas
$250K 3,528 +3,528 New
MWA
1161
Meridian Wealth Advisors
Texas
$249K 3,524 +33 +0.9%
FMWA
1162
Forvis Mazars Wealth Advisors
Missouri
$249K 3,519 +3,519 New
MFC
1163
Morris Financial Concepts
South Carolina
$249K 3,515
GC
1164
GFG Capital
Florida
$248K 3,500 +337 +11%
HFS
1165
HBC Financial Services
Washington
$246K 3,490 -3,760 -52%
SFP
1166
Sandbox Financial Partners
Maryland
$246K 3,473 -160 -4%
MWM
1167
Maripau Wealth Management
Indiana
$246K 3,470 +3,470 New
NCM
1168
Novare Capital Management
North Carolina
$243K 3,436 -498 -13%
RWA
1169
River Wealth Advisors
Pennsylvania
$243K 3,432 -732 -18%
DC
1170
Darrow Company
Massachusetts
$242K 3,415
HAC
1171
Harbor Advisory Corp
New Hampshire
$241K 3,409
EWM
1172
Executive Wealth Management
Michigan
$241K 3,403 -2,524 -43%
MWM
1173
Mission Wealth Management
California
$240K 3,396 -3,296 -49%
KFA
1174
Kelleher Financial Advisors
New York
$239K 3,380
DIP
1175
DT Investment Partners
Pennsylvania
$237K 3,342 +1 +0%