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Schwab US Dividend Equity ETF

1,155 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, 294 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: 118.52%118.94% (+0.42%)

4% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 97

2% less funds holding

Funds holding: 1,1771,155 (-22)

Holders
1,155
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
213
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 +$90.5M
2 +$83.8M
3 +$80M
4
Ameriprise
Ameriprise
Minnesota
+$75.4M
5
Morgan Stanley
Morgan Stanley
New York
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
1101
$17.9K
1102
$17.5K
1103
$17K
1104
$16K
1105
$16K
1106
$15.9K
1107
$15.2K
1108
$15K
1109
$14K
1110
$13K
1111
$13K
1112
$13K
1113
$12K
1114
$12K
1115
$11K
1116
$11K
1117
$11K
1118
$11K
1119
$10K
1120
$9.32K
1121
$9K
1122
$9K
1123
$8K
1124
$8K
1125
$7K