We are live on ! Find out more
SCHD icon

Schwab US Dividend Equity ETF

1,182 hedge funds and large institutions have $13.6B invested in Schwab US Dividend Equity ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 656 increasing their positions, 279 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 656 | Existing positions reduced: 279

88% more call options, than puts

Call options by funds: $57M | Put options by funds: $30.4M

38% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 71

7% more funds holding in top 10

Funds holding in top 10: 193206 (+13)

3.2% more ownership

Funds ownership: 115.52%118.71% (+3.2%)

3% more capital invested

Capital invested by funds: $13.2B → $13.6B (+$389M)

1% more funds holding

Funds holding: 1,1731,182 (+9)

Holders
1,182
Holders Change
+9
Holders Change %
+0.77%
% of All Funds
19.91%
Holding in Top 10
206
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.74%
% of All Funds
3.47%
New
98
Increased
656
Reduced
279
Closed
71
Calls
$57M
Puts
$30.4M
Net Calls
+$26.6M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
251
Capital Analysts LLC
Pennsylvania
$7.21M +$1M +39,441 +15%
KJWM
252
Kiley Juergens Wealth Management
Washington
$7.17M +$4.22M +165,828 +123%
LNC
253
Lincoln National Corp
Pennsylvania
$7.11M +$1.2M +46,989 +19%
SVWAG
254
Sound View Wealth Advisors Group
Georgia
$7.11M +$303K +11,919 +4%
OFS
255
OneAscent Financial Services
Alabama
$7.04M +$7.5M +294,810 New
SAM
256
Smithbridge Asset Management
Pennsylvania
$7.03M -$39.1K -1,536 -0.5%
BC
257
Burleson & Co
California
$7.03M -$4.91M -192,888 -40%
LFAS
258
Level Four Advisory Services
Texas
$6.98M +$493K +19,392 +7%
AWM
259
Avior Wealth Management
Nebraska
$6.94M +$824K +32,376 +13%
BF
260
BOK Financial
Oklahoma
$6.8M +$716K +28,137 +11%
MTWM
261
Masso Torrence Wealth Management
New Jersey
$6.78M +$289K +11,346 +4%
SFG
262
SevenBridge Financial Group
Pennsylvania
$6.77M +$378K +14,862 +6%
JWS
263
Juncture Wealth Strategies
Arizona
$6.76M +$127K +5,010 +2%
MA
264
Mutual Advisors
Nebraska
$6.68M +$859K +33,768 +14%
HI
265
Harbour Investments
Wisconsin
$6.63M +$7.07M +277,764 New
EA
266
Eudaimonia Advisors
Tennessee
$6.58M +$301K +11,832 +4%
BMCM
267
Burns Matteson Capital Management
New York
$6.57M +$623K +24,501 +10%
OIA
268
OneDigital Investment Advisors
Kansas
$6.57M +$334K +13,143 +5%
CAM
269
Cozad Asset Management
Illinois
$6.52M +$839K +32,970 +14%
SAMT
270
Select Asset Management & Trust
Pennsylvania
$6.47M -$646K -25,386 -9%
VCP
271
Verus Capital Partners
Arizona
$6.38M +$465K +18,276 +8%
LPT
272
Legacy Private Trust
Wisconsin
$6.35M +$716K +28,155 +12%
CFP
273
Curran Financial Partners
South Carolina
$6.32M +$2.44M +95,913 +57%
RC
274
RegentAtlantic Capital
New Jersey
$6.25M -$26.6K -1,044 -0.4%
MF
275
Meridian Financial
Massachusetts
$6.18M +$213K +8,373 +3%

SCHD Hedge Fund Activity: Q2 2022 in Review

1,182 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2022, worth a combined $13.6B — up 3% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SCHD positions and 71 closed out — a net gain of 27 holders — while 656 added to existing stakes and 279 trimmed.

The largest buyer was Meitav Investment House, opening a new position worth an estimated $139M. The largest seller was Wealthfront Advisers, cutting an estimated $39.1M.

  • 1,182 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2022, up from 1,173 in Q1 2022.
  • Funds reported $13.6B of Schwab US Dividend Equity ETF stock for Q2 2022, up 3% quarter-over-quarter.
  • 98 funds opened new Schwab US Dividend Equity ETF positions in Q2 2022 and 71 closed out, a net change of +27 holders.
  • The largest Schwab US Dividend Equity ETF buyer in Q2 2022 was Meitav Investment House, an estimated $139M added.
  • The largest Schwab US Dividend Equity ETF seller in Q2 2022 was Wealthfront Advisers, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2022.