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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 %
RFN
1176
RDA Financial Network
Iowa
$206K +$206K +8,445 New
DIM
1177
Delta Investment Management
California
$206K +$206K +8,439 New
1WM
1178
1900 Wealth Management
Texas
$205K
DA
1179
DCM Advisors
New York
$205K
MAC
1180
Mason & Associates (California)
California
$203K
DACG
1181
Donor Advised Charitable Giving
California
$203K +$1.68K +69 +0.8%
LOIP
1182
Live Oak Investment Partners
Texas
$190K -$196K
TCOV
1183
Trust Company of Vermont
Vermont
$187K
AWM
1184
Aberdeen Wealth Management
Illinois
$183K
ACA
1185
Aptus Capital Advisors
Alabama
$182K +$83.3K +3,414 +84%
WWM
1186
Wolff Wiese Magana
California
$175K +$6.22K +255 +4%
WWM
1187
Wagner Wealth Management
South Carolina
$174K +$1.46K +60 +0.8%
EW
1188
Element Wealth
Mississippi
$172K +$14.6K +600 +9%
KFS
1189
Kelly Financial Services
Massachusetts
$168K +$168K +6,876 New
NHT
1190
New Hampshire Trust
New Hampshire
$163K -$4.83K -198 -3%
TFA
1191
Toth Financial Advisory
Virginia
$162K +$1.83K +75 +1%
PMFA
1192
Plante Moran Financial Advisors
Michigan
$161K +$1.17K +48 +0.7%
BAM
1193
Byrne Asset Management
New Jersey
$157K +$134K +5,481 +580%
LSA
1194
Lansing Street Advisors
Pennsylvania
$153K +$153K +6,273 New
AWM
1195
Accel Wealth Management
Iowa
$151K
AA
1196
AlphaMark Advisors
Kentucky
$151K +$98.2K +4,020 +186%
SN
1197
Sittner & Nelson
Oregon
$146K
GFL
1198
Granite FO LLC
New Hampshire
$145K +$145K +6,000 New
DWMG
1199
DB Wealth Management Group
California
$145K
MA
1200
Montag & Associates
Georgia
$141K