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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
601
$1.24M
602
$1.23M
603
$1.22M
604
$1.21M
605
$1.21M
606
$1.2M
607
$1.2M
608
$1.2M
609
$1.19M
610
$1.19M
611
$1.17M
612
$1.16M
613
$1.16M
614
$1.16M
615
$1.15M
616
$1.13M
617
$1.12M
618
$1.12M
619
$1.11M
620
$1.11M
621
$1.11M
622
$1.09M
623
$1.09M
624
$1.09M
625
$1.08M