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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
926
$268K
927
$267K
928
$266K
929
$265K
930
$265K
931
$265K
932
$261K
933
$261K
934
$260K
935
$260K
936
$260K
937
$260K
938
$258K
939
$256K
940
$254K
941
$251K
942
$250K
943
$250K
944
$249K
945
$249K
946
$249K
947
$249K
948
$248K
949
$248K
950
$248K