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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
21.9%
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 %
TWD
1301
True Wealth Design
Ohio
$37.9K 536 +2 +0.4%
HIA
1302
Harbor Investment Advisory
Maryland
$37.9K 535
ANBT
1303
American National Bank & Trust
Texas
$37.2K 526
HR
1304
Howe & Rusling
New York
$35.9K 508 +344 +210%
KHC
1305
Koesten Hirschmann & Crabtree
Kansas
$35.4K 500
FDCDDQ
1306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35K 495 +245 +98%
SMA
1307
Sage Mountain Advisors
Georgia
$33.6K 475
AW
1308
Avion Wealth
Texas
$30K 437
GA
1309
GoalVest Advisory
New York
$29.1K 411
RTC
1310
Riverview Trust Company
Washington
$28.3K 400
RCM
1311
Raleigh Capital Management
North Carolina
$27.7K 392 +392 New
MFT
1312
Moisand Fitzgerald Tamayo
Florida
$25.1K 354 +87 +33%
TCM
1313
Tradewinds Capital Management
Washington
$24.8K 350
IA
1314
IFS Advisors
Kansas
$24.1K 341 +341 New
AIP
1315
Ameritas Investment Partners
Nebraska
$23.7K 335 -40 -11%
MG
1316
MilWealth Group
Wisconsin
$23.4K 330
RDFA
1317
Ritter Daniher Financial Advisory
Ohio
$23K 325
TH
1318
TCTC Holdings
Texas
$22.9K 323 +323 New
EL
1319
EMFO LLC
Florida
$21.3K 301 +3 +1%
OC
1320
Oakworth Capital
Alabama
$21.2K 299
PP
1321
PrairieView Partners
Minnesota
$21K 304 +304 New
WT
1322
Washington Trust
Rhode Island
$20.9K 295
OIA
1323
Optimum Investment Advisors
Illinois
$20.1K 284 +2 +0.7%
QC
1324
Quent Capital
New York
$19.3K 273 +3 +1%
PFM
1325
Phillips Financial Management
Indiana
$19.1K 270