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Schwab US Dividend Equity ETF

1,367 hedge funds and large institutions have $18.7B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 654 increasing their positions, 468 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,367
Holders Change
+32
Holders Change %
+2.4%
% of All Funds
21.56%
Holding in Top 10
236
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-9.92%
% of All Funds
3.72%
New
110
Increased
654
Reduced
468
Closed
68
Calls
$118M
Puts
$68.4M
Net Calls
+$49.2M
Net Calls Change
+$6.01M
Name Holding Trade Value Shares
Change
Shares
Change %
LFG
1226
Larson Financial Group
Missouri
$145K +$16K +660 +12%
BWA
1227
BDO Wealth Advisors
Florida
$144K +$6.03K +249 +4%
DWMG
1228
DB Wealth Management Group
California
$144K
GWS
1229
Glassman Wealth Services
Virginia
$141K +$5.38K +222 +4%
BAM
1230
Byrne Asset Management
New Jersey
$140K -$157K -6,426 Closed
AFG
1231
Albion Financial Group
Utah
$133K +$73.1K +3,021 +121%
SFC
1232
SYM Financial Corp
Indiana
$131K -$436 -18 -0.3%
2L
1233
25 LLC
Missouri
$129K
CIR
1234
Clear Investment Research
Georgia
$123K -$944 -39 -0.8%
FPFS
1235
First Personal Financial Services
North Carolina
$122K
SG Americas Securities
1236
SG Americas Securities
New York
$119K -$5.18K -213 -4%
FFA
1237
Fairfield Financial Advisors
Massachusetts
$113K +$363 +15 +0.3%
IWP
1238
Icon Wealth Partners
Texas
$113K
VCM
1239
Vigilant Capital Management
Maine
$109K
CFFP
1240
Center for Financial Planning
Michigan
$108K +$51.9K +2,145 +93%
FA
1241
Fiduciary Alliance
South Carolina
$104K +$104K +4,305 New
SIS
1242
Sound Income Strategies
Florida
$103K +$10.3K +426 +11%
RTL
1243
Red Tortoise LLC
Georgia
$103K +$5.88K +243 +6%
SIM
1244
Studio Investment Management
Illinois
$98.4K +$13.5K +558 +16%
RBC
1245
Roble Belko & Company
Pennsylvania
$98K -$8.74K -360 -8%
BA
1246
Ballast Advisors
Minnesota
$97.5K
EWM
1247
Evermay Wealth Management
Virginia
$94.7K
PWMG
1248
Prestige Wealth Management Group
New Jersey
$93.3K -$8.5K -351 -8%
AFS
1249
Annapolis Financial Services
Maryland
$89K +$8.71K +360 +11%
HDIM
1250
Hanson & Doremus Investment Management
Vermont
$87K