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Schwab US Dividend Equity ETF

1,336 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 122 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
1,336
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
1
$740M
2
$716M
3
$702M
4
$638M
5
$593M
6
$584M
7
$568M
8
$511M
9
$442M
10
$387M
11
$354M
12
$349M
13
$341M
14
$260M
15
$254M
16
$251M
17
$250M
18
$243M
19
$188M
20
$154M
21
$151M
22
$148M
23
$146M
24
$139M
25
$128M