Schwab US Dividend Equity ETF
SCHD
678 hedge funds and large institutions have $4.27B invested in Schwab US Dividend Equity ETF in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 298 increasing their positions, 217 reducing their positions, and 34 closing their positions.
118% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 34
37% more repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 217
15% more capital invested
Capital invested by funds: $3.72B → $4.27B (+$555M)
5% more funds holding
Funds holding: 648 → 678 (+30)
4% more funds holding in top 10
Funds holding in top 10: 76 → 79 (+3)
2.92% more ownership
Funds ownership: 99.97% → 102.89% (+2.9%)
4% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $11.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$101M |
| 2 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
+$54.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$43.4M |
| 4 |
KFP
Keystone Financial Planning
Cleveland,
Ohio
|
+$36.3M |
| 5 |
Morgan Stanley
New York
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIP
JBJ Investment Partners
Charleston,
South Carolina
|
-$74.4M |
| 2 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$20.1M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$9.13M |
| 4 |
PA
Planning Alternatives
Birmingham,
Michigan
|
-$6.45M |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$5.61M |
SCHD Hedge Fund Activity: Q3 2020 in Review
678 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2020, worth a combined $4.27B — up 15% from $3.72B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new SCHD positions and 34 closed out — a net gain of 40 holders — while 298 added to existing stakes and 217 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $101M. The largest seller was JBJ Investment Partners, exiting entirely with an estimated $74.4M sold.
- 678 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2020, up from 648 in Q2 2020.
- Funds reported $4.27B of Schwab US Dividend Equity ETF stock for Q3 2020, up 15% quarter-over-quarter.
- 74 funds opened new Schwab US Dividend Equity ETF positions in Q3 2020 and 34 closed out, a net change of +40 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q3 2020 was Orgel Wealth Management, an estimated $101M added.
- The largest Schwab US Dividend Equity ETF seller in Q3 2020 was JBJ Investment Partners, an estimated $74.4M sold.
Based on aggregated 13F filings for Q3 2020.