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Schwab US Dividend Equity ETF

302 hedge funds and large institutions have $1.53B invested in Schwab US Dividend Equity ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 86 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $2.53M | Put options by funds: $1.04M

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

67% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 86

14% more capital invested

Capital invested by funds: $1.35B → $1.53B (+$182M)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 289302 (+13)

4.06% more ownership

Funds ownership: 72.37%76.43% (+4.1%)

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.53%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
31
Increased
144
Reduced
86
Closed
17
Calls
$2.53M
Puts
$1.04M
Net Calls
+$1.49M
Net Calls Change
+$806K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
301
Tortoise Investment Management
New York
$1K
PA
302
Parallel Advisors
California
$1K +$46 +3 +8%
AIM
303
Anchor Investment Management
South Carolina
$515 +$505 +33 New
QCMNJ
304
Quantum Capital Management (New Jersey)
New Jersey
-$2.05M -136,131 Closed
CWM
305
Concert Wealth Management
California
-$1.38M -91,590 Closed
Citadel Advisors
306
Citadel Advisors
Florida
-$1.2M -79,569 Closed
LRPA
307
L. Roy Papp & Associates
Arizona
-$1.17M -77,514 Closed
CWP
308
Capital Wealth Planning
Florida
-$654K -43,518 Closed
FCH
309
Freestone Capital Holdings
Washington
-$322K -21,441 Closed
PCM
310
Penserra Capital Management
California
-$310K -20,679 Closed
CCA
311
Cobblestone Capital Advisors
New York
-$253K -16,845 Closed
AA
312
Ancora Advisors
Ohio
-$229K -15,243 Closed
VWA
313
V Wealth Advisors
Kansas
-$35K -2,325 Closed
CT
314
Clearstead Trust
Maine
-$27K -1,800 Closed
Simplex Trading
315
Simplex Trading
Illinois
-$20K -1,368 Closed
SF
316
Synovus Financial
Georgia
-$14K -948 Closed
FMII
317
Farmers & Merchants Investments Inc
Nebraska
-$9K -600 Closed
GI
318
Gradient Investments
Minnesota
-$9K -600 Closed
TWA
319
TCI Wealth Advisors
Arizona
-$5K -345 Closed
DOA
320
D'Orazio & Associates
Virginia
-$2K -159 Closed

SCHD Hedge Fund Activity: Q3 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2017, worth a combined $1.53B — up 14% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SCHD positions and 17 closed out — a net gain of 14 holders — while 144 added to existing stakes and 86 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $49.4M. The largest seller was Opus Investment Management, cutting an estimated $4.92M.

  • 302 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2017, up from 289 in Q2 2017.
  • Funds reported $1.53B of Schwab US Dividend Equity ETF stock for Q3 2017, up 14% quarter-over-quarter.
  • 31 funds opened new Schwab US Dividend Equity ETF positions in Q3 2017 and 17 closed out, a net change of +14 holders.
  • The largest Schwab US Dividend Equity ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $49.4M added.
  • The largest Schwab US Dividend Equity ETF seller in Q3 2017 was Opus Investment Management, an estimated $4.92M sold.

Based on aggregated 13F filings for Q3 2017.