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Schwab US Dividend Equity ETF

1,154 hedge funds and large institutions have $13.9B invested in Schwab US Dividend Equity ETF in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 640 increasing their positions, 294 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
-22
Holders Change %
-1.87%
% of All Funds
19.96%
Holding in Top 10
213
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+4.41%
% of All Funds
3.68%
New
93
Increased
640
Reduced
294
Closed
97
Calls
$53.2M
Puts
$23.1M
Net Calls
+$30.1M
Net Calls Change
+$3.42M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
201
TrinityPoint Wealth
Connecticut
$10.2M +$435K +19,656 +4%
CWP
202
Concord Wealth Partners
Virginia
$10.1M +$1.74M +78,423 +21%
RIA
203
Regal Investment Advisors
Michigan
$10.1M +$283K +12,771 +3%
AF
204
Allworth Financial
California
$9.86M -$1.34M -60,471 -12%
FC
205
Financial Consulate
Maryland
$9.85M +$9.85M +444,831 New
PSIWM
206
Paradigm Strategies in Wealth Management
Minnesota
$9.83M +$710K +32,085 +8%
IAS
207
Investment Advisory Services
Texas
$9.82M +$2.85M +128,760 +41%
LHEI
208
Leo H. Evart Inc
California
$9.76M -$25K -1,128 -0.3%
B
209
Bensler
Washington
$9.66M +$145K +6,564 +2%
BWM
210
BCS Wealth Management
Tennessee
$9.64M -$81.1K -3,663 -0.8%
SF
211
Schaeffer Financial
Maryland
$9.53M +$552K +24,921 +6%
WLPWM
212
Walled Lake Planning & Wealth Management
Illinois
$9.37M +$232K +10,473 +3%
Jane Street
213
Jane Street
New York
$9.22M +$9.22M +416,334 New
CAG
214
Compass Advisory Group
New York
$9.21M +$244K +11,016 +3%
FMC
215
First Merchants Corp
Indiana
$9.01M +$2.07M +93,639 +30%
CNWM
216
Clay Northam Wealth Management
California
$8.96M +$210K +9,468 +2%
CMP
217
Courage Miller Partners
Virginia
$8.87M -$209K -9,423 -2%
PAI
218
Pittenger & Anderson Inc
Nebraska
$8.81M +$860K +38,853 +11%
WAG
219
Winthrop Advisory Group
Massachusetts
$8.79M -$179K -8,076 -2%
GFPC
220
Global Financial Private Client
Florida
$8.69M +$638K +28,053 +8%
AF
221
Apexium Financial
Texas
$8.62M +$5.95M +268,158 +222%
PFO
222
Pathstone Family Office
New Jersey
$8.62M +$5.7M +254,502 +195%
YIA
223
YHB Investment Advisors
Connecticut
$8.55M +$609K +27,480 +8%
OPS
224
Orion Portfolio Solutions
Nebraska
$8.55M +$1.08M +48,687 +14%
SCM
225
Spreng Capital Management
Ohio
$8.51M -$733K -33,114 -8%