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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
1026
$120K
1027
$119K
1028
$119K
1029
$109K
1030
$103K
1031
$97K
1032
$96K
1033
$93K
1034
$91K
1035
$88K
1036
$87K
1037
$85K
1038
$85K
1039
$84K
1040
$82.1K
1041
$80K
1042
$79K
1043
$79K
1044
$73K
1045
$66.6K
1046
$66K
1047
$66K
1048
$65K
1049
$64K
1050
$64K