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Schwab US Dividend Equity ETF

1,337 hedge funds and large institutions have $18.3B invested in Schwab US Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 699 increasing their positions, 385 reducing their positions, and 73 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $19.1B → $18.3B (-$841M)

2% less funds holding in top 10

Funds holding in top 10: 266262 (-4)

5.6% less ownership

Funds ownership: 125.69%120.09% (-5.6%)

Holders
1,337
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
262
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$93.4M
Puts
$50.2M
Net Calls
Net Calls Change

Top Buyers

1 +$89.7M
2 +$81.2M
3 +$64M
4
Cerity Partners
Cerity Partners
New York
+$47.1M
5
FT
Fiduciary Trust
Massachusetts
+$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
801
$896K
802
$885K
803
$880K
804
$879K
805
$869K
806
$867K
807
$862K
808
$862K
809
$862K
810
$860K
811
$855K
812
$854K
813
$843K
814
$836K
815
$835K
816
$828K
817
$825K
818
$824K
819
$817K
820
$814K
821
$807K
822
$804K
823
$796K
824
$795K
825
$793K