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Schwab US Dividend Equity ETF

1,155 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, 641 increasing their positions, 294 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

0.42% more ownership

Funds ownership: 118.52%118.94% (+0.42%)

4% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 97

2% less funds holding

Funds holding: 1,1771,155 (-22)

Holders
1,155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$53.2M
Puts
$23.1M
Net Calls
Net Calls Change

Top Buyers

1 +$90.5M
2 +$83.8M
3 +$80M
4
Ameriprise
Ameriprise
Minnesota
+$75.4M
5
Morgan Stanley
Morgan Stanley
New York
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$5.61M
302
$5.55M
303
$5.55M
304
$5.54M
305
$5.5M
306
$5.48M
307
$5.45M
308
$5.44M
309
$5.42M
310
$5.36M
311
$5.26M
312
$5.23M
313
$5.19M
314
$5.17M
315
$5.17M
316
$5.15M
317
$5.14M
318
$5.06M
319
$5.03M
320
$5.02M
321
$5.02M
322
$5M
323
$4.98M
324
$4.98M
325
$4.95M