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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 %
RAM
1276
Riggs Asset Management
Pennsylvania
$55.9K +$508 +21 +0.9%
GTAM
1277
Global Trust Asset Management
Florida
$55.3K
TCA
1278
Trifecta Capital Advisors
Illinois
$54.5K +$54.5K +2,250 New
SAG
1279
Spotlight Asset Group
Illinois
$50.8K +$50.8K +2,100 New
LC
1280
Lindbrook Capital
California
$50.2K
FCFS
1281
First Command Financial Services
Texas
$46.5K +$46.5K +1,920 New
FCB
1282
First Command Bank
Texas
$46.5K +$46.5K +1,920 New
NRC
1283
New Republic Capital
North Carolina
$45.8K
JFG
1284
JDM Financial Group
Texas
$44.8K +$218 +9 +0.5%
AA
1285
Addison Advisors
Vermont
$44.7K
FCMT
1286
Founders Capital Management (Texas)
Texas
$43.6K +$43.6K +1,800 New
BC
1287
Belmont Capital
California
$42.3K +$42.3K +1,746 New
CYG
1288
Clean Yield Group
Vermont
$41.1K
OSAM
1289
O'Shaughnessy Asset Management
Connecticut
$40K +$14.4K +594 +56%
BWP
1290
Baldwin Wealth Partners
Massachusetts
$39.9K
HIA
1291
Harbor Investment Advisory
Maryland
$38.9K
TWD
1292
True Wealth Design
Ohio
$38.8K -$8.42K -348 -18%
ANBT
1293
American National Bank & Trust
Texas
$38.2K -$13.4K -555 -26%
NC
1294
NewSquare Capital
Pennsylvania
$38.1K +$37.3K +1,542 +4,673%
BlackRock
1295
BlackRock
New York
$38.1K +$31.4K +1,296 +465%
KHC
1296
Koesten Hirschmann & Crabtree
Kansas
$36.3K
SMA
1297
Sage Mountain Advisors
Georgia
$34.5K
AW
1298
Avion Wealth
Texas
$31K -$71 -3 -0.2%
GA
1299
GoalVest Advisory
New York
$29.8K
RTC
1300
Riverview Trust Company
Washington
$29K