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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 %
ACM
1351
AlphaStar Capital Management
North Carolina
-$1.89M -75,003 Closed
CCM
1352
Ciovacco Capital Management
Georgia
-$1.76M -69,801 Closed
OIS
1353
Okabena Investment Services
Minnesota
-$1.19M -67,713 Closed
PFA
1354
Petra Financial Advisors
Colorado
-$1.57M -62,448 Closed
GCM
1355
G2 Capital Management
Ohio
-$1.49M -59,079 Closed
JWM
1356
Jackson Wealth Management
Florida
-$1.21M -48,144 Closed
KCPG
1357
Kavar Capital Partners Group
Kansas
-$1.02M -40,677 Closed
EFS
1358
Econ Financial Services
Pennsylvania
-$988K -39,243 Closed
MHS
1359
M Holdings Securities
Oregon
-$830K -32,973 Closed
WEG
1360
World Equity Group
Illinois
-$793K -31,503 Closed
ACM
1361
Argent Capital Management
Missouri
-$725K -28,776 Closed
RP
1362
Rowlandmiller & Partners
Georgia
-$710K -28,236 Closed
CA
1363
Calton & Associates
Florida
-$666K -26,457 Closed
TWA
1364
Tillar-Wenstrup Advisors
Ohio
-$583K -23,151 Closed
MPW
1365
MGO Private Wealth
California
-$547K -21,705 Closed
HMS
1366
Hanseatic Management Services
New Mexico
-$392K -15,561 Closed
TFA
1367
Triad Financial Advisors
North Carolina
-$391K -15,531 Closed
YIH
1368
Y-Intercept (HK)
Hong Kong
-$377K -14,988 Closed
FVWA
1369
Foster Victor Wealth Advisors
South Carolina
-$356K -13,755 Closed
FA
1370
Fiducient Advisors
Illinois
-$296K -11,760 Closed
LW
1371
Linscomb Wealth
Texas
-$283K -11,229 Closed
SB
1372
Simmons Bank
Arkansas
-$280K -11,130 Closed
CSIC
1373
Clifford Swan Investment Counsel
California
-$249K -9,897 Closed
WA
1374
WESPAC Advisors
California
-$240K -9,534 Closed
RWA
1375
Redmont Wealth Advisors
Illinois
-$230K -9,144 Closed