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Schwab US Dividend Equity ETF

1,339 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, 701 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
1,339
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
1326
$4.83K
1327
$4.49K
1328
$4.39K
1329
$4.17K
1330
$4.02K
1331
$3.73K
1332
$2.95K
1333
$2.19K
1334
$1.61K
1335
$1.46K
1336
$1.08K
1337
$805
1338
$664
1339
$586
1340
$146
1341
$143
1342
$73
1343
$73
1344
$10
1345
$1
1346
1347
1348
1349
1350