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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 %
FSWA
1251
Financial Synergies Wealth Advisors
Texas
$86.9K +$145 +6 +0.2%
TF
1252
Tompkins Financial
New York
$83.5K +$7.26K +300 +10%
BL
1253
Balentine LLC
Georgia
$83.4K +$83.4K +3,444 New
AWM
1254
Abound Wealth Management
Tennessee
$83.3K +$436 +18 +0.5%
AT
1255
Avalon Trust
New Mexico
$82.8K
CBT
1256
CoreFirst Bank & Trust
Kansas
$75.5K +$75.5K +3,120 New
GWANC
1257
Guardian Wealth Advisors (North Carolina)
North Carolina
$75.2K +$15K +621 +25%
EWP
1258
Elevation Wealth Partners
California
$75.2K +$726 +30 +1%
PG
1259
Prostatis Group
Maryland
$75.2K +$75.2K +197,337 New
FWM
1260
Focused Wealth Management
New York
$75K -$73 -3 -0.1%
HFS
1261
Hantz Financial Services
Michigan
$73K
SN
1262
Sittner & Nelson
Oregon
$72.6K -$72.6K -3,000 -50%
TFP
1263
Tilia Fiduciary Partners
North Carolina
$72.6K +$29.2K +1,206 +67%
MA
1264
Montag & Associates
Georgia
$70.7K -$69K -2,850 -49%
TIM
1265
Tortoise Investment Management
New York
$69.6K
LWANC
1266
Laurel Wealth Advisors (North Carolina)
North Carolina
$65.4K
OA
1267
Operose Advisors
Wisconsin
$64.6K
JWA
1268
JFS Wealth Advisors
Pennsylvania
$62.7K +$13.3K +549 +27%
IRAG
1269
Investment Research & Advisory Group
Georgia
$61.4K +$61.4K +2,535 New
GEA
1270
Glen Eagle Advisors
New Jersey
$60.3K +$14.5K +600 +32%
CCA
1271
Column Capital Advisors
Indiana
$59.9K
WWP
1272
WR Wealth Planners
Missouri
$59.6K +$58K +2,394 +3,627%
National Bank of Canada
1273
National Bank of Canada
Quebec, Canada
$57.9K -$14.8K -612 -20%
SCA
1274
Stonebridge Capital Advisors
Minnesota
$57.8K -$156K -6,450 -73%
CMP
1275
Coston McIsaac & Partners
Maine
$56K -$59.1K -2,466 -51%