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Schwab US Dividend Equity ETF

1,554 hedge funds and large institutions have $21.4B invested in Schwab US Dividend Equity ETF in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 727 increasing their positions, 533 reducing their positions, and 81 closing their positions.

Holders
1,554
Holders Change
+40
Holders Change %
+2.64%
% of All Funds
22.53%
Holding in Top 10
231
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.71%
% of All Funds
3.35%
New
143
Increased
727
Reduced
533
Closed
81
Calls
$154M
Puts
$54M
Net Calls
+$100M
Net Calls Change
+$22.8M
Name Market Value Shares Shares
Change
Shares
Change %
CSB
1501
City State Bank
Iowa
$22K 270 +70 +35%
PFM
1502
Phillips Financial Management
Indiana
$21.8K 270
FCT
1503
First Community Trust
Iowa
$21.6K 268
SWM
1504
Sugarloaf Wealth Management
Georgia
$21.5K 267 +267 New
CP
1505
Castleview Partners
Texas
$21.5K 267 +191 +251%
MFT
1506
Moisand Fitzgerald Tamayo
Florida
$21.3K 264 -158 -37%
PP
1507
PrairieView Partners
Minnesota
$21K 254 -50 -16%
DF
1508
Dunhill Financial
United Kingdom
$20.9K 259
WT
1509
Washington Trust
Rhode Island
$19.8K 245 -30 -11%
JGIA
1510
Jackson Grant Investment Advisers
Connecticut
$19.4K 240 +2 +0.8%
MBFW
1511
Morton Brown Family Wealth
Pennsylvania
$18.1K 225
C
1512
Covestor
United Kingdom
$18K 226 -10 -4%
B
1513
Birchbrook
Maine
$17.5K 217 -141 -39%
WBC
1514
West Branch Capital
Massachusetts
$16.4K 204 -46 -18%
DIP
1515
DT Investment Partners
Pennsylvania
$16.2K 201 +196 +3,920%
NECFA
1516
New England Capital Financial Advisors
Connecticut
$16.1K 200
SC
1517
Steph & Co
Wisconsin
$16.1K 200
HCM
1518
Hollencrest Capital Management
California
$15.9K 197
WAG
1519
Windsor Advisory Group
Ohio
$15.2K 189
PCM
1520
Perritt Capital Management
Illinois
$14.1K 175 +175 New
CJ
1521
Caitlin John
Michigan
$14K 174 -6 -3%
TCM
1522
Tradewinds Capital Management
Washington
$13.7K 170 -180 -51%
IPW
1523
Impact Partnership Wealth
Georgia
$13K 161
BFO
1524
Biltmore Family Office
North Carolina
$12.1K 150
HCP
1525
Hexagon Capital Partners
Arkansas
$11.8K 146 -4 -3%