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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 %
VCM
1376
Versant Capital Management
Arizona
$141 2 -96 -98%
BlackRock
1377
BlackRock
New York
$47 1 -524 -100%
LCM
1378
Logan Capital Management
Pennsylvania
BFS
1379
Bard Financial Services
Connecticut
-733,696 Closed
IA
1380
IAM Advisory
Pennsylvania
-315,102 Closed
V
1381
Veritable
Delaware
-299,132 Closed
SL
1382
Systelligence LLC
Minnesota
-139,475 Closed
PG
1383
Prostatis Group
Maryland
-65,779 Closed
SIM
1384
Seaview Investment Managers
Florida
-46,922 Closed
MIH
1385
Meitav Investment House
Israel
-39,797 Closed
RL
1386
Retireful LLC
Michigan
-37,147 Closed
VIA
1387
Vident Investment Advisory
Georgia
-32,772 Closed
LWM
1388
Laidlaw Wealth Management
New York
-29,859 Closed
MSS
1389
Mitchell Sinkler & Starr
Pennsylvania
-28,965 Closed
CWM
1390
Cordatus Wealth Management
Pennsylvania
-28,312 Closed
AWP
1391
Atlas Wealth Partners
Pennsylvania
-26,270 Closed
KM
1392
Kalos Management
Georgia
-24,054 Closed
Lido Advisors
1393
Lido Advisors
California
-20,559 Closed
VAS
1394
Vestmark Advisory Solutions
Massachusetts
-19,631 Closed
MAWAG
1395
Mid-American Wealth Advisory Group
Missouri
-17,347 Closed
CS
1396
Capital Square
Tennessee
-14,305 Closed
WW
1397
Windle Wealth
Oklahoma
-13,459 Closed
TA
1398
Tiedemann Advisors
New York
-13,046 Closed
WAS
1399
Wealth Advisory Solutions
Indiana
-11,764 Closed
EFH
1400
Eaton Financial Holdings
Florida
-11,507 Closed