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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
1101
$273K
1102
$273K
1103
$273K
1104
$270K
1105
$267K
1106
$267K
1107
$267K
1108
$266K
1109
$266K
1110
$265K
1111
$263K
1112
$263K
1113
$261K
1114
$260K
1115
$258K
1116
$257K
1117
$255K
1118
$255K
1119
$255K
1120
$254K
1121
$253K
1122
$252K
1123
$252K
1124
$251K
1125
$250K