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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 %
KA
1351
Kozak & Associates
Colorado
$7.02K 101
C
1352
Covestor
United Kingdom
$7K 102 +33 +48%
SL
1353
Savior LLC
Massachusetts
$6.71K 95 -1 -1%
IFAM
1354
Institutional & Family Asset Management
Colorado
$6.65K 94
CT
1355
Colonial Trust
South Carolina
$6.58K 93
CP
1356
Castleview Partners
Texas
$5.35K 76 +1 +1%
WPWM
1357
Western Pacific Wealth Management
Illinois
$4.74K 67
VAG
1358
VisionPoint Advisory Group
Texas
$4.74K 67
FA
1359
Financial Avengers
California
$4.6K 65 +65 New
AWM
1360
AllSquare Wealth Management
New York
$4.46K 63 -70 -53%
CNBTD
1361
Citizens National Bank Trust Department
Mississippi
$4.25K 60
LFA
1362
Level Financial Advisors
New York
$4.03K 57
BCA
1363
Bray Capital Advisors
Florida
$3.89K 55
CCMI
1364
Creative Capital Management Investments
California
$3.61K 51
CCM
1365
Chilton Capital Management
Texas
$3.54K 50 -170 -77%
IWP
1366
IAG Wealth Partners
Wisconsin
$3.4K 48 -265 -85%
PFBT
1367
Parkside Financial Bank & Trust
Missouri
$3.31K 47
TC
1368
Truvestments Capital
Florida
$1.49K 21 -162 -89%
BLC
1369
Brown, Lisle/Cummings
Rhode Island
$1.42K 20
MIM
1370
Macroview Investment Management
Maryland
$1.06K 15
CAS
1371
Coppell Advisory Solutions
Texas
$1.06K 14 +14 New
QCG
1372
Quadrant Capital Group
Ohio
$991 14 +14 New
NC
1373
NewSquare Capital
Pennsylvania
$778 11 -514 -98%
OLVIG
1374
Oliver Lagore Vanvalin Investment Group
Michigan
$708 10 +10 New
EAM
1375
Eukles Asset Management
Ohio
$142 2