SCHD icon

Schwab US Dividend Equity ETF

195 hedge funds and large institutions have $642M invested in Schwab US Dividend Equity ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

24.06% less ownership

Funds ownership: 83.34%59.28% (-24%)

26% less capital invested

Capital invested by funds: $862M → $642M (-$221M)

27% less call options, than puts

Call options by funds: $660K | Put options by funds: $904K

Holders
195
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$660K
Puts
$904K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$5.15M
27
$5.1M
28
$4.96M
29
$4.77M
30
$4.67M
31
$4.67M
32
$4.51M
33
$4.34M
34
$4.33M
35
$4.29M
36
$4.12M
37
$4.08M
38
$3.98M
39
$3.91M
40
$3.7M
41
$3.57M
42
$3.33M
43
$3.19M
44
$3.07M
45
$2.93M
46
$2.8M
47
$2.58M
48
$2.4M
49
$2.3M
50
$2.1M