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Schwab US Dividend Equity ETF

1,156 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, 295 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: 118.54%118.96% (+0.42%)

4% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 97

2% less funds holding

Funds holding: 1,1781,156 (-22)

Holders
1,156
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
214
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 +$99.3M
2 +$92M
3 +$87.7M
4
Ameriprise
Ameriprise
Minnesota
+$84M
5
Morgan Stanley
Morgan Stanley
New York
+$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
526
$1.84M
527
$1.84M
528
$1.84M
529
$1.82M
530
$1.8M
531
$1.76M
532
$1.76M
533
$1.75M
534
$1.75M
535
$1.73M
536
$1.72M
537
$1.71M
538
$1.69M
539
$1.69M
540
$1.65M
541
$1.64M
542
$1.64M
543
$1.62M
544
$1.62M
545
$1.61M
546
$1.61M
547
$1.6M
548
$1.59M
549
$1.59M
550
$1.58M