Schwab US Dividend Equity ETF
SCHD
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.
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: 193 → 206 (+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: 1,173 → 1,182 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
+$139M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$130M |
| 3 |
LPL Financial
San Diego,
California
|
+$111M |
| 4 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$84.2M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$79.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$39.1M |
| 2 |
EWP
Engrave Wealth Partners
The Woodlands,
Texas
|
-$31.6M |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$21.5M |
| 4 |
DP
DDD Partners
Bellevue,
Washington
|
-$20.4M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$17.1M |
SCHD Hedge Fund Activity: Q2 2022 in Review
1,182 of the 5,937 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.