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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 %
FCT
1326
First Community Trust
Iowa
$19K 268
MPWT
1327
MassMutual Private Wealth & Trust
Connecticut
$18K 255
CPA
1328
Cardiff Park Advisors
California
$17.7K 250 +2 +0.8%
PIP
1329
Peachtree Investment Partners
Florida
$17.3K 244 +2 +0.8%
PA
1330
PSI Advisors
Florida
$16.9K 239 +1 +0.4%
JGIA
1331
Jackson Grant Investment Advisers
Connecticut
$16.7K 236 +2 +0.9%
GWMIA
1332
Global Wealth Management Investment Advisory
Florida
$15.9K 224
SC
1333
Steph & Co
Wisconsin
$14.2K 200 -150 -43%
FHA
1334
First Horizon Advisors
Tennessee
$14.2K 200
NECFA
1335
New England Capital Financial Advisors
Connecticut
$14.2K 200
PCA
1336
Providence Capital Advisors
North Carolina
$14.2K 200 +200 New
CSB
1337
City State Bank
Iowa
$14K 200
HCM
1338
Hollencrest Capital Management
California
$13.9K 197
WAG
1339
Windsor Advisory Group
Ohio
$13.4K 189
BCM
1340
Bourgeon Capital Management
Connecticut
$13.1K 185
MAWA
1341
Moss Adams Wealth Advisors
Washington
$11.9K 168
IPW
1342
Impact Partnership Wealth
Georgia
$11.4K 161 +161 New
WBC
1343
West Branch Capital
Massachusetts
$10.9K 153 +35 +30%
WTA
1344
Washington Trust Advisors
Massachusetts
$10.6K 150 -195 -57%
BFO
1345
Biltmore Family Office
North Carolina
$10.6K 150 +150 New
HCP
1346
Hexagon Capital Partners
Arkansas
$10K 142 +21 +17%
LB
1347
Legacy Bridge
Iowa
$9.84K 139
FMP
1348
Financial Management Professionals
Texas
$9K 125
GWSA
1349
Global Wealth Strategies & Associates
Colorado
$7.8K 110
HFM
1350
Hartford Financial Management
Connecticut
$7.08K 100