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Schwab US Dividend Equity ETF

1,336 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 122 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
1,336
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
1001
$408K
1002
$407K
1003
$407K
1004
$407K
1005
$405K
1006
$405K
1007
$402K
1008
$402K
1009
$401K
1010
$390K
1011
$390K
1012
$388K
1013
$387K
1014
$387K
1015
$386K
1016
$386K
1017
$386K
1018
$385K
1019
$385K
1020
$383K
1021
$381K
1022
$378K
1023
$378K
1024
$376K
1025
$373K