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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 %
FDCDDQ
1301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.1K
CPFP
1302
Clear Perspectives Financial Planning
Ohio
$11K -$1.54K -63 -12%
BFO
1303
Biltmore Family Office
North Carolina
$11K
LB
1304
Legacy Bridge
Iowa
$10.2K
EWM
1305
Endurance Wealth Management
Rhode Island
$10K
FCAG
1306
First Capital Advisors Group
New Jersey
$9.75K -$6.89K -282 -41%
AWM
1307
AllSquare Wealth Management
New York
$9.73K
HCP
1308
Hexagon Capital Partners
Arkansas
$8.58K +$2.49K +102 +41%
GWSA
1309
Global Wealth Strategies & Associates
Colorado
$8.07K
C
1310
Covestor
United Kingdom
$8K +$278 +12 +4%
KA
1311
Kozak & Associates
Colorado
$7.37K
HR
1312
Howe & Rusling
New York
$7.32K -$97.4K -3,993 -93%
HFM
1313
Hartford Financial Management
Connecticut
$7.32K
SL
1314
Savior LLC
Massachusetts
$6.99K +$510 +21 +8%
IFAM
1315
Institutional & Family Asset Management
Colorado
$6.88K
BlackRock
1316
BlackRock
New York
$6.8K -$52.2K -2,142 -88%
WBC
1317
West Branch Capital
Massachusetts
$6.6K +$1.03K +42 +18%
NG
1318
NWK Group
California
$6.37K
AWM
1319
Activest Wealth Management
Florida
$6.01K +$6.01K +249 New
CP
1320
Castleview Partners
Texas
$5.43K
WPWM
1321
Western Pacific Wealth Management
Illinois
$4.9K
GBT
1322
Grove Bank & Trust
Florida
$4.83K +$4.83K +198 New
BHWM
1323
Beaird Harris Wealth Management
Texas
$4.49K +$74 +3 +2%
CNBTD
1324
Citizens National Bank Trust Department
Mississippi
$4.39K
LFA
1325
Level Financial Advisors
New York
$4.17K