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Schwab US Dividend Equity ETF

1,337 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, 699 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)

2% less funds holding in top 10

Funds holding in top 10: 266262 (-4)

5.6% less ownership

Funds ownership: 125.69%120.09% (-5.6%)

Holders
1,337
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
262
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 +$89.7M
2 +$81.2M
3 +$64M
4
Cerity Partners
Cerity Partners
New York
+$47.1M
5
FT
Fiduciary Trust
Massachusetts
+$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
1176
$208K
1177
$207K
1178
$206K
1179
$206K
1180
$205K
1181
$205K
1182
$203K
1183
$203K
1184
$190K
1185
$187K
1186
$183K
1187
$182K
1188
$175K
1189
$174K
1190
$172K
1191
$168K
1192
$163K
1193
$162K
1194
$161K
1195
$157K
1196
$153K
1197
$151K
1198
$151K
1199
$146K
1200
$145K