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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
901
$588K
902
$585K
903
$584K
904
$584K
905
$584K
906
$581K
907
$581K
908
$580K
909
$579K
910
$578K
911
$576K
912
$574K
913
$572K
914
$569K
915
$569K
916
$568K
917
$566K
918
$565K
919
$560K
920
$557K
921
$556K
922
$553K
923
$550K
924
$548K
925
$547K