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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
1151
$228K
1152
$228K
1153
$227K
1154
$227K
1155
$226K
1156
$223K
1157
$219K
1158
$219K
1159
$219K
1160
$218K
1161
$218K
1162
$217K
1163
$217K
1164
$216K
1165
$216K
1166
$215K
1167
$215K
1168
$215K
1169
$213K
1170
$212K
1171
$212K
1172
$212K
1173
$212K
1174
$211K
1175
$211K