SCHD icon

Schwab US Dividend Equity ETF

153 hedge funds and large institutions have $777M invested in Schwab US Dividend Equity ETF in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 80 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

7% more funds holding

Funds holding: 143153 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

34% less call options, than puts

Call options by funds: $615K | Put options by funds: $926K

Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$615K
Puts
$926K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$265M
2
$72.2M
3
$49M
4
$43M
5
$27.1M
6
$26.2M
7
$21.8M
8
$16.5M
9
$13.7M
10
$13.6M
11
$13M
12
$11.3M
13
$10.8M
14
$10.2M
15
$9.34M
16
$9.02M
17
$7.13M
18
$7.04M
19
$6.13M
20
$5.6M
21
$5.35M
22
$5.09M
23
$4.97M
24
$4.72M
25
$4.66M