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Schwab US Dividend Equity ETF

157 hedge funds and large institutions have $463M invested in Schwab US Dividend Equity ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

less ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

9% less capital invested

Capital invested by funds: $508M → $463M (-$44.4M)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

Holders
157
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.33M
Puts
$938K
Net Calls
Net Calls Change

Top Buyers

1 +$21.1M
2 +$6.71M
3 +$4.39M
4
Goldman Sachs
Goldman Sachs
New York
+$4.32M
5
GC
Gratus Capital
Georgia
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$277K
102
$276K
103
$274K
104
$268K
105
$260K
106
$249K
107
$248K
108
$248K
109
$242K
110
$231K
111
$210K
112
$201K
113
$164K
114
$148K
115
$142K
116
$139K
117
$137K
118
$135K
119
$128K
120
$115K
121
$106K
122
$96K
123
$92K
124
$90K
125
$89K