SCHD icon

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
676
$870K
677
$865K
678
$861K
679
$853K
680
$847K
681
$842K
682
$831K
683
$830K
684
$821K
685
$815K
686
$809K
687
$808K
688
$804K
689
$804K
690
$804K
691
$802K
692
$801K
693
$800K
694
$800K
695
$798K
696
$796K
697
$787K
698
$779K
699
$778K
700
$777K