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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
751
$593K
752
$593K
753
$584K
754
$580K
755
$579K
756
$579K
757
$576K
758
$576K
759
$572K
760
$569K
761
$569K
762
$569K
763
$567K
764
$566K
765
$564K
766
$557K
767
$556K
768
$556K
769
$555K
770
$549K
771
$545K
772
$544K
773
$543K
774
$543K
775
$537K