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Schwab US Dividend Equity ETF

1,373 hedge funds and large institutions have $19.3B invested in Schwab US Dividend Equity ETF in 2023 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 670 increasing their positions, 468 reducing their positions, and 77 closing their positions.

Holders
1,373
Holders Change
+6
Holders Change %
+0.44%
% of All Funds
21.89%
Holding in Top 10
238
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.85%
% of All Funds
3.8%
New
103
Increased
670
Reduced
468
Closed
77
Calls
$89.6M
Puts
$54.3M
Net Calls
+$35.3M
Net Calls Change
-$13.9M
Name Market Value Shares Shares
Change
Shares
Change %
PWMG
1276
Provence Wealth Management Group
California
$72.1K 1,019 +1,019 New
HFS
1277
Hantz Financial Services
Michigan
$71K 1,000
AFG
1278
Albion Financial Group
Utah
$70.8K 1,000 -837 -46%
SN
1279
Sittner & Nelson
Oregon
$70.8K 1,000
Jones Financial Companies
1280
Jones Financial Companies
Missouri
$67.4K 953 -2,732 -74%
ITIM
1281
Indiana Trust & Investment Management
Indiana
$65.7K 929 +929 New
LWANC
1282
Laurel Wealth Advisors (North Carolina)
North Carolina
$63.7K 900
TCA
1283
Trifecta Capital Advisors
Illinois
$63.7K 900 +150 +20%
TAM
1284
Tucker Asset Management
Colorado
$63.1K 892 +892 New
JWA
1285
JFS Wealth Advisors
Pennsylvania
$61.1K 863
LC
1286
Lindbrook Capital
California
$60.2K 851 +160 +23%
GEA
1287
Glen Eagle Advisors
New Jersey
$58.7K 830
TF
1288
Tompkins Financial
New York
$56.6K 800 -350 -30%
RAM
1289
Riggs Asset Management
Pennsylvania
$55K 777 +7 +0.9%
GTAM
1290
Global Trust Asset Management
Florida
$53.9K 762
TIM
1291
Tortoise Investment Management
New York
$51.8K 732 -227 -24%
WWP
1292
WR Wealth Planners
Missouri
$49.5K 700 -120 -15%
SAG
1293
Spotlight Asset Group
Illinois
$49.5K 700
JFG
1294
JDM Financial Group
Texas
$43.8K 619 +2 +0.3%
WFA
1295
WestHill Financial Advisors
California
$43.8K 619 +319 +106%
AA
1296
Addison Advisors
Vermont
$43.5K 615
FCMT
1297
Founders Capital Management (Texas)
Texas
$42.5K 600
CYG
1298
Clean Yield Group
Vermont
$40.1K 566
CCP
1299
Carmel Capital Partners
California
$38.9K 550 +550 New
BWP
1300
Baldwin Wealth Partners
Massachusetts
$38.8K 549