Schwab US Dividend Equity ETF
SCHD
SCHD
645 hedge funds and large institutions have $3.41B invested in Schwab US Dividend Equity ETF in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 269 increasing their positions, 209 reducing their positions, and 97 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
13% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 97
14% less capital invested
Capital invested by funds: $3.95B → $3.41B (-$542M)
41% less call options, than puts
Call options by funds: $3.18M | Put options by funds: $5.41M
Holders
645
Holding in Top 10
73
Calls
$3.18M
Puts
$5.41M
Top Buyers
| 1 | +$79.6M | |
| 2 | +$34.3M | |
| 3 | +$26.5M | |
| 4 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$19.4M |
| 5 |
Morgan Stanley
New York
|
+$18.9M |
Top Sellers
| 1 | -$19.7M | |
| 2 | -$13M | |
| 3 | -$11.2M | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$10.4M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$8.31M |