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 %
WTA
1276
Washington Trust Advisors
Massachusetts
$25.2K
MA
1277
MCF Advisors
Kentucky
$24.6K
NECFA
1278
New England Capital Financial Advisors
Connecticut
$24.4K
MG
1279
MilWealth Group
Wisconsin
$24.1K
RDFA
1280
Ritter Daniher Financial Advisory
Ohio
$23.8K
WFA
1281
WestHill Financial Advisors
California
$21.9K +$14.6K +600 +200%
OC
1282
Oakworth Capital
Alabama
$21.9K
EL
1283
EMFO LLC
Florida
$21.6K +$146 +6 +0.7%
WT
1284
Washington Trust
Rhode Island
$21.6K
MFT
1285
Moisand Fitzgerald Tamayo
Florida
$21.4K -$26.3K -1,077 -55%
CCM
1286
Chilton Capital Management
Texas
$21K +$21K +861 New
FP
1287
Financial Perspectives
Minnesota
$20.7K +$146 +6 +0.7%
OIA
1288
Optimum Investment Advisors
Illinois
$20.5K +$73 +3 +0.4%
PFM
1289
Phillips Financial Management
Indiana
$19.8K +$4.76K +195 +32%
QC
1290
Quent Capital
New York
$19.6K +$219 +9 +1%
YDMI
1291
Y.D. More Investments
Israel
$19.5K +$19.5K +801 New
PA
1292
PSI Advisors
Florida
$17.3K +$73 +3 +0.4%
JGIA
1293
Jackson Grant Investment Advisers
Connecticut
$16.9K +$146 +6 +0.9%
CSB
1294
City State Bank
Iowa
$15K +$5.63K +225 +60%
HCM
1295
Hollencrest Capital Management
California
$14.4K
WAG
1296
Windsor Advisory Group
Ohio
$13.8K
IWP
1297
IAG Wealth Partners
Wisconsin
$13.6K +$8.78K +360 +182%
BCM
1298
Bourgeon Capital Management
Connecticut
$13.5K -$12.4K -510 -48%
TC
1299
Truvestments Capital
Florida
$13.4K
MAWA
1300
Moss Adams Wealth Advisors
Washington
$12.3K +$6.29K +258 +105%