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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 %
BWA
1201
BDO Wealth Advisors
Florida
$139K +$73 +3 +0.1%
GWS
1202
Glassman Wealth Services
Virginia
$137K +$1.68K +69 +1%
SFC
1203
SYM Financial Corp
Indiana
$133K +$439 +18 +0.3%
LFG
1204
Larson Financial Group
Missouri
$130K +$28.6K +1,173 +28%
FFL
1205
Financial Freedom LLC
Ohio
$129K +$56.3K +2,307 +78%
SG Americas Securities
1206
SG Americas Securities
New York
$125K +$125K +5,109 New
CIR
1207
Clear Investment Research
Georgia
$125K +$6.88K +282 +6%
2L
1208
25 LLC
Missouri
$123K +$123K +5,241 New
FPFS
1209
First Personal Financial Services
North Carolina
$123K -$18.3K -750 -13%
CMP
1210
Coston McIsaac & Partners
Maine
$117K +$9.06K +372 +8%
CAM
1211
Costello Asset Management
Pennsylvania
$116K +$30.4K +1,245 +35%
IWP
1212
Icon Wealth Partners
Texas
$113K +$113K +4,647 New
FFA
1213
Fairfield Financial Advisors
Massachusetts
$112K -$35.9K -1,488 -24%
VCM
1214
Vigilant Capital Management
Maine
$109K -$1.46K -60 -1%
RBC
1215
Roble Belko & Company
Pennsylvania
$107K
HT
1216
Headlands Technologies
Illinois
$105K -$305K -12,510 -74%
PWMG
1217
Prestige Wealth Management Group
New Jersey
$103K
BA
1218
Ballast Advisors
Minnesota
$98.3K +$6.07K +249 +7%
RTL
1219
Red Tortoise LLC
Georgia
$98.1K +$73 +3 +0.1%
EWM
1220
Evermay Wealth Management
Virginia
$95.4K
SIS
1221
Sound Income Strategies
Florida
$93.8K -$58.9K -2,418 -39%
TCM
1222
TD Capital Management
Tennessee
$89.2K +$16.7K +687 +23%
HDIM
1223
Hanson & Doremus Investment Management
Vermont
$88K -$20.5K -840 -19%
National Bank of Canada
1224
National Bank of Canada
Quebec, Canada
$87.6K +$20.4K +699 +30%
FSWA
1225
Financial Synergies Wealth Advisors
Texas
$87.3K +$16.7K +687 +24%