Schwab US Dividend Equity ETF
SCHD
1,323 hedge funds and large institutions have $19.1B invested in Schwab US Dividend Equity ETF in 2022 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 693 increasing their positions, 283 reducing their positions, and 45 closing their positions.
409% more first-time investments, than exits
New positions opened: 229 | Existing positions closed: 45
145% more repeat investments, than reductions
Existing positions increased: 693 | Existing positions reduced: 283
102% more call options, than puts
Call options by funds: $99.5M | Put options by funds: $49.3M
37% more capital invested
Capital invested by funds: $13.9B → $19.1B (+$5.21B)
25% more funds holding in top 10
Funds holding in top 10: 215 → 268 (+53)
14% more funds holding
Funds holding: 1,160 → 1,323 (+163)
6.73% more ownership
Funds ownership: 119.11% → 125.84% (+6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$156M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$151M |
| 3 |
LPL Financial
San Diego,
California
|
+$100M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$99.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$97.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$31.2M |
| 2 |
Two Sigma Investments
New York
|
-$17.4M |
| 3 |
Two Sigma Advisers
New York
|
-$14.2M |
| 4 |
OWM
Olympus Wealth Management
Cottonwood Heights,
Utah
|
-$11.1M |
| 5 |
Goldman Sachs
New York
|
-$8.01M |
SCHD Hedge Fund Activity: Q4 2022 in Review
1,323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2022, worth a combined $19.1B — up 37% from $13.9B a quarter earlier.
Buyers outnumbered sellers: 229 funds opened new SCHD positions and 45 closed out — a net gain of 184 holders — while 693 added to existing stakes and 283 trimmed.
The largest buyer was Ameriprise, adding an estimated $156M. The largest seller was Aurora Private Wealth, cutting an estimated $31.2M.
- 1,323 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2022, up from 1,160 in Q3 2022.
- Funds reported $19.1B of Schwab US Dividend Equity ETF stock for Q4 2022, up 37% quarter-over-quarter.
- 229 funds opened new Schwab US Dividend Equity ETF positions in Q4 2022 and 45 closed out, a net change of +184 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2022 was Ameriprise, an estimated $156M added.
- The largest Schwab US Dividend Equity ETF seller in Q4 2022 was Aurora Private Wealth, an estimated $31.2M sold.
Based on aggregated 13F filings for Q4 2022.