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Schwab US Dividend Equity ETF

1,545 hedge funds and large institutions have $20.4B invested in Schwab US Dividend Equity ETF in 2024 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 663 increasing their positions, 549 reducing their positions, and 98 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:

less funds holding

Funds holding:

1.27% less ownership

Funds ownership: 114.37%113.1% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 231224 (-7)

5% less capital invested

Capital invested by funds: $21.5B → $20.4B (-$1.08B)

Holders
1,545
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
224
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$54M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$869M
2
$791M
3
$721M
4
$678M
5
$643M
6
$590M
7
$484M
8
$470M
9
$455M
10
$453M
11
$389M
12
$386M
13
$383M
14
$326M
15
$310M
16
$306M
17
$278M
18
$274M
19
$262M
20
$217M
21
$170M
22
$166M
23
$154M
24
$142M
25
$139M