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Schwab US Dividend Equity ETF

195 hedge funds and large institutions have $642M invested in Schwab US Dividend Equity ETF in 2016 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 86 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

24.06% less ownership

Funds ownership: 83.34%59.28% (-24%)

26% less capital invested

Capital invested by funds: $862M → $642M (-$221M)

27% less call options, than puts

Call options by funds: $660K | Put options by funds: $904K

Holders
195
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$660K
Puts
$904K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
76
$1.11M
77
$1.1M
78
$1.09M
79
$988K
80
$983K
81
$957K
82
$942K
83
$919K
84
$883K
85
$874K
86
$873K
87
$858K
88
$825K
89
$817K
90
$802K
91
$789K
92
$777K
93
$731K
94
$691K
95
$683K
96
$628K
97
$608K
98
$585K
99
$538K
100
$532K