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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.

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 %
JGIA
1326
Jackson Grant Investment Advisers
Connecticut
$17K +$145 +6 +0.9%
TRCT
1327
Tower Research Capital (TRC)
New York
$16.6K -$368K -15,216 -96%
GWMIA
1328
Global Wealth Management Investment Advisory
Florida
$16.3K +$16.3K +672 New
CCM
1329
Chilton Capital Management
Texas
$16K -$4.87K -201 -23%
CSB
1330
City State Bank
Iowa
$15K
FHA
1331
First Horizon Advisors
Tennessee
$14.5K -$21.8K -900 -60%
NECFA
1332
New England Capital Financial Advisors
Connecticut
$14.5K -$9.66K -399 -40%
HCM
1333
Hollencrest Capital Management
California
$14.3K
WAG
1334
Windsor Advisory Group
Ohio
$13.7K
BCM
1335
Bourgeon Capital Management
Connecticut
$13.4K
TC
1336
Truvestments Capital
Florida
$13.3K
HT
1337
Headlands Technologies
Illinois
$13.2K -$91.3K -3,771 -87%
MAWA
1338
Moss Adams Wealth Advisors
Washington
$12.2K
HR
1339
Howe & Rusling
New York
$11.9K +$4.65K +192 +64%
MG
1340
Mather Group
Illinois
$10.9K +$10.9K +450 New
LB
1341
Legacy Bridge
Iowa
$10.1K
EWM
1342
Endurance Wealth Management
Rhode Island
$10K
FCAG
1343
First Capital Advisors Group
New Jersey
$9.68K
AWM
1344
AllSquare Wealth Management
New York
$9.33K
FMP
1345
Financial Management Professionals
Texas
$9K -$916K -38,181 -99%
HCP
1346
Hexagon Capital Partners
Arkansas
$8.82K +$292 +12 +3%
WBC
1347
West Branch Capital
Massachusetts
$8.59K +$2.04K +84 +31%
GWSA
1348
Global Wealth Strategies & Associates
Colorado
$8.01K
RFG
1349
RFP Financial Group
Georgia
$7.71K +$7.71K +318 New
KA
1350
Kozak & Associates
Colorado
$7.36K