SCHD icon

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 %
SIM
1226
Studio Investment Management
Illinois
$85.5K +$11.9K +486 +16%
AWM
1227
Abound Wealth Management
Tennessee
$83.5K +$15.4K +630 +23%
AT
1228
Avalon Trust
New Mexico
$83.4K +$83.4K +3,420 New
AFS
1229
Annapolis Financial Services
Maryland
$80.8K
BTI
1230
Blue Trust Inc
Georgia
$77K -$73.8K -2,946 -49%
TF
1231
Tompkins Financial
New York
$76.8K
FWM
1232
Focused Wealth Management
New York
$75.7K -$293 -12 -0.4%
EWP
1233
Elevation Wealth Partners
California
$75.1K +$75.1K +3,078 New
HFS
1234
Hantz Financial Services
Michigan
$73K
LWCFA
1235
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$72.6K -$291K -11,940 -80%
TIM
1236
Tortoise Investment Management
New York
$70.2K
LWANC
1237
Laurel Wealth Advisors (North Carolina)
North Carolina
$65.8K +$65.8K +2,700 New
OA
1238
Operose Advisors
Wisconsin
$65K
Kayne Anderson Rudnick Investment Management
1239
Kayne Anderson Rudnick Investment Management
California
$63.6K
AFG
1240
Albion Financial Group
Utah
$60.7K +$73 +3 +0.1%
GWANC
1241
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.7K +$9.66K +396 +19%
CCA
1242
Column Capital Advisors
Indiana
$60.4K +$1.1K +45 +2%
PIP
1243
Peachtree Investment Partners
Florida
$58.4K
FWA
1244
FSC Wealth Advisors
New York
$57.5K +$57.5K +2,358 New
MPWT
1245
MassMutual Private Wealth & Trust
Connecticut
$57.3K -$53.1K -2,178 -48%
CFFP
1246
Center for Financial Planning
Michigan
$56.5K +$219 +9 +0.4%
RAM
1247
Riggs Asset Management
Pennsylvania
$55.8K +$55.8K +2,289 New
GTAM
1248
Global Trust Asset Management
Florida
$55.7K -$22.5K -924 -29%
ANBT
1249
American National Bank & Trust
Texas
$52K +$585 +24 +1%
LC
1250
Lindbrook Capital
California
$50.6K