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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
21.9%
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 %
JJBC
101
James J. Burns & Company
New York
$28.7M 406,207 +10,770 +3%
SPC
102
Sigma Planning Corp
Michigan
$27.7M 391,284 +10,476 +3%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$27.2M 383,763 +48,123 +14%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$26.7M 377,402 +374,399 +12,467%
NFG
105
Nadler Financial Group
Illinois
$26.5M 374,417 -10,666 -3%
DCM
106
Davidson Capital Management
Texas
$26.4M 372,495 -167,709 -31%
BFG
107
Berger Financial Group
Minnesota
$26.2M 370,584 +21,418 +6%
LPAM
108
Lodestar Private Asset Management
California
$26.1M 369,558 +2,199 +0.6%
VVP
109
Venture Visionary Partners
Ohio
$25.9M 365,594 +15,127 +4%
LS
110
Leelyn Smith
Illinois
$25.6M 362,273 +7,147 +2%
IWC
111
Integrated Wealth Concepts
Massachusetts
$25.5M 360,679 -110,123 -23%
PRS
112
Pinkerton Retirement Specialists
Idaho
$25.2M 355,495 +337,938 +1,925%
HCM
113
Hengehold Capital Management
Ohio
$25M 352,837 +74,620 +27%
TA
114
TruWealth Advisors
Louisiana
$24.9M 351,778 +5,285 +2%
TLFA
115
True Link Financial Advisors
California
$24.5M 346,912 +19,867 +6%
VDI
116
Vaughan David Investments
Illinois
$24.5M 346,274 +6,923 +2%
HI
117
Horizon Investments
North Carolina
$24.4M 345,035 +18,943 +6%
TWM
118
Tradition Wealth Management
Minnesota
$24.4M 344,692 -8,758 -2%
CPG
119
Cornerstone Planning Group
New Jersey
$24.3M 343,137 +56,421 +20%
NRI
120
NFP Retirement Inc
California
$24M 338,652 +62,085 +22%
UCFA
121
United Capital Financial Advisors
Texas
$23.8M 336,178 -10,500 -3%
AFA
122
American Financial Advisors
Georgia
$23.5M 331,638 +70,403 +27%
RA
123
RFG Advisory
Alabama
$23.5M 331,492 -11,296 -3%
NFW
124
Noble Family Wealth
Florida
$23.4M 330,885 +18,128 +6%
HI
125
Hudock Inc
Pennsylvania
$23.3M 329,059 +8,503 +3%