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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
576
$1.39M
577
$1.38M
578
$1.38M
579
$1.38M
580
$1.38M
581
$1.38M
582
$1.37M
583
$1.37M
584
$1.37M
585
$1.36M
586
$1.36M
587
$1.34M
588
$1.34M
589
$1.34M
590
$1.33M
591
$1.33M
592
$1.32M
593
$1.32M
594
$1.32M
595
$1.31M
596
$1.28M
597
$1.27M
598
$1.27M
599
$1.25M
600
$1.24M