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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 %
SA
126
Stewardship Advisors
Pennsylvania
$22.9M -$706K -28,938 -3%
Goldman Sachs
127
Goldman Sachs
New York
$22.7M +$11.8M +484,596 +108%
IA
128
IAM Advisory
Pennsylvania
$22.7M -$35.6K -1,458 -0.2%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$22.6M -$286K -11,709 -1%
MAG
130
Members Advisory Group
New York
$22.6M -$127K -5,214 -0.6%
NFW
131
Noble Family Wealth
Florida
$22.6M +$22.6M +925,293 New
PWMAG
132
Pinnacle Wealth Management Advisory Group
New Jersey
$22.4M +$1.15M +47,358 +5%
VVP
133
Venture Visionary Partners
Ohio
$22.4M +$1.37M +56,064 +6%
CG
134
Colony Group
Massachusetts
$22.3M -$1.24M -50,772 -5%
LIM
135
Leavell Investment Management
Alabama
$22.3M +$37.7K +1,545 +0.2%
AFP
136
Ausdal Financial Partners
Iowa
$21.6M +$1.2M +49,065 +6%
CWC
137
Carolinas Wealth Consulting
North Carolina
$21.6M -$532K -21,801 -2%
JIC
138
JRM Investment Counsel
Nebraska
$21.5M -$217K -8,889 -1%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$21.2M +$4.7M +192,927 +28%
AFA
140
AllGen Financial Advisors
Florida
$21.2M -$189K -7,749 -0.9%
GRP
141
Global Retirement Partners
California
$21M +$4.75M +202,044 +29%
MA
142
Mutual Advisors
Nebraska
$20.9M +$4.37M +179,013 +26%
CFS
143
CRA Financial Services
New Jersey
$20.8M +$1.68M +69,015 +9%
OWM
144
Olympus Wealth Management
Utah
$20.7M -$94.9K -3,891 -0.5%
HCM
145
Hengehold Capital Management
Ohio
$20.5M -$978K -40,116 -5%
EH
146
Equitable Holdings
New York
$20.4M +$100K +4,101 +0.5%
V
147
Veritable
Delaware
$20.2M +$8.62M +353,430 +74%
ECML
148
Eagle Capital Management (Louisiana)
Louisiana
$19.7M +$16M +656,958 +436%
NRI
149
NFP Retirement Inc
California
$19.7M +$2.01M +82,431 +11%
CA
150
Capital Advantage
California
$19.6M -$502K -20,658 -2%