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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
326
$4.94M
327
$4.91M
328
$4.89M
329
$4.89M
330
$4.89M
331
$4.86M
332
$4.84M
333
$4.83M
334
$4.78M
335
$4.75M
336
$4.74M
337
$4.72M
338
$4.71M
339
$4.68M
340
$4.67M
341
$4.67M
342
$4.65M
343
$4.59M
344
$4.58M
345
$4.54M
346
$4.53M
347
$4.5M
348
$4.5M
349
$4.49M
350
$4.45M