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Schwab US Dividend Equity ETF

1,338 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, 700 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)

1% less funds holding in top 10

Funds holding in top 10: 267263 (-4)

5.6% less ownership

Funds ownership: 125.71%120.11% (-5.6%)

Holders
1,338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
263
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 +$92.2M
2 +$83.3M
3 +$65.6M
4
CL
COWA LLC
Oklahoma
+$49.1M
5
Cerity Partners
Cerity Partners
New York
+$48.3M
Name Holding Trade Value Shares
Change
Change in
Stake
826
$793K
827
$792K
828
$792K
829
$790K
830
$789K
831
$781K
832
$781K
833
$781K
834
$780K
835
$776K
836
$773K
837
$772K
838
$766K
839
$765K
840
$765K
841
$763K
842
$757K
843
$755K
844
$755K
845
$754K
846
$747K
847
$747K
848
$744K
849
$727K
850
$727K