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Schwab US Dividend Equity ETF

1,338 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, 700 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)

1% less funds holding in top 10

Funds holding in top 10: 267263 (-4)

5.6% less ownership

Funds ownership: 125.71%120.11% (-5.6%)

Holders
1,338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
263
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 +$92.2M
2 +$83.3M
3 +$65.6M
4
CL
COWA LLC
Oklahoma
+$49.1M
5
Cerity Partners
Cerity Partners
New York
+$48.3M
Name Holding Trade Value Shares
Change
Change in
Stake
1026
$376K
1027
$373K
1028
$372K
1029
$368K
1030
$364K
1031
$363K
1032
$363K
1033
$362K
1034
$361K
1035
$361K
1036
$359K
1037
$358K
1038
$354K
1039
$353K
1040
$352K
1041
$351K
1042
$350K
1043
$348K
1044
$346K
1045
$345K
1046
$344K
1047
$343K
1048
$339K
1049
$339K
1050
$338K