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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 %
ORC
1201
O'Rourke & Company
Massachusetts
$215K 3,037 +3,037 New
GT
1202
Greenleaf Trust
Michigan
$215K 3,035 -320 -10%
CWM
1203
Concentric Wealth Management
California
$215K 3,031 +16 +0.5%
Kayne Anderson Rudnick Investment Management
1204
Kayne Anderson Rudnick Investment Management
California
$213K 3,012 -442 -13%
TCMP
1205
Thrive Capital Management (Pennsylvania)
Pennsylvania
$213K 3,010 +3,010 New
BAM
1206
Bosun Asset Management
Illinois
$212K 3,000
OWA
1207
Outlook Wealth Advisors
Texas
$212K 2,995
LFA
1208
Laraway Financial Advisors
Minnesota
$212K 2,993 +2,993 New
SFO
1209
Stokes Family Office
Louisiana
$211K 2,987
MRCM
1210
M&R Capital Management
New Jersey
$210K 2,968 +135 +5%
PA
1211
Perennial Advisors
New York
$209K 2,950
RGC
1212
Roberts, Glore & Co
Illinois
$208K 2,945
SFG
1213
Synergy Financial Group
California
$207K 2,928 +2,928 New
TB
1214
Treynor Bancshares
Iowa
$206K 2,907 +2,907 New
PEA
1215
Park Edge Advisors
Ohio
$205K 2,892
WP
1216
WealthSource Partners
California
$204K 2,887 -229 -7%
RWRC
1217
R.W. Roge & Company
New York
$204K 3,059 -207 -6%
MWM
1218
MinichMacGregor Wealth Management
New York
$204K 2,882 +2,882 New
HGWM
1219
Horst & Graben Wealth Management
Oregon
$204K 2,880
CA
1220
Callahan Advisors
Texas
$203K 2,871 +2,871 New
WAAG
1221
Wealth Alliance Advisory Group
Kansas
$203K 2,870
SAM
1222
Seelaus Asset Management
New Jersey
$203K 2,870 +2,870 New
CWM
1223
ClientFirst Wealth Management
Arkansas
$203K 2,900
SIC
1224
SJS Investment Consulting
Ohio
$202K 2,861 +103 +4%
CRWM
1225
Castle Rock Wealth Management
California
$200K 2,881 +2,881 New