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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 %
JWA
1251
JFS Wealth Advisors
Pennsylvania
$49.7K
TWD
1252
True Wealth Design
Ohio
$47.6K -$16.4K -672 -26%
SC
1253
Steph & Co
Wisconsin
$47.6K
GEA
1254
Glen Eagle Advisors
New Jersey
$46.1K +$13.2K +540 +40%
NRC
1255
New Republic Capital
North Carolina
$46.1K +$46.1K +1,890 New
AA
1256
Addison Advisors
Vermont
$45K
JFG
1257
JDM Financial Group
Texas
$44.9K +$366 +15 +0.8%
TFP
1258
Tilia Fiduciary Partners
North Carolina
$43.7K +$73 +3 +0.2%
CYG
1259
Clean Yield Group
Vermont
$41.4K
BWP
1260
Baldwin Wealth Partners
Massachusetts
$40.2K
HIA
1261
Harbor Investment Advisory
Maryland
$39.1K
FCA
1262
Fortis Capital Advisors
Kansas
$36.7K -$51.3K -2,100 -58%
FHA
1263
First Horizon Advisors
Tennessee
$36.6K
KHC
1264
Koesten Hirschmann & Crabtree
Kansas
$36.6K
SMA
1265
Sage Mountain Advisors
Georgia
$34.8K +$15K +615 +76%
AW
1266
Avion Wealth
Texas
$33K
GA
1267
GoalVest Advisory
New York
$30.1K
BA
1268
Bellwether Advisors
Nebraska
$29.3K
RTC
1269
Riverview Trust Company
Washington
$29.3K
PFG
1270
Piershale Financial Group
Illinois
$28.6K +$146 +6 +0.5%
AIP
1271
Ameritas Investment Partners
Nebraska
$27.4K
TSW
1272
Thompson Siegel & Walmsley
Virginia
$27K +$219 +9 +0.8%
OSAM
1273
O'Shaughnessy Asset Management
Connecticut
$25.8K +$13.8K +567 +115%
PCA
1274
Providence Capital Advisors
North Carolina
$25.8K +$25.8K +1,056 New
TCM
1275
Tradewinds Capital Management
Washington
$25.6K +$25.6K +1,050 New