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Schwab US Dividend Equity ETF
SCHD

53 hedge funds and large institutions have $172M invested in Schwab US Dividend Equity ETF in 2013 Q2 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.56% more ownership

Funds ownership: 0% → 50.56% (+51%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $334K

Holders
53
Holders Change
+53
Holders Change %
–
% of All Funds
1.73%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
53
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$334K
Net Calls
-$334K
Net Calls Change
-$334K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$676K +$680K +62,037 New
LPL Financial
27
LPL Financial
California
$663K +$666K +60,804 New
SGAM
28
Steinberg Global Asset Management
Florida
$570K +$573K +52,251 New
AIM
29
Aspen Investment Management
Michigan
$542K +$545K +49,764 New
WCM
30
Wisconsin Capital Management
Wisconsin
$494K +$496K +45,285 New
AIG
31
American International Group
New York
$463K +$465K +42,450 New
CWM
32
Concert Wealth Management
California
$437K +$433K +39,471 New
NIC
33
Northwest Investment Counselors
Oregon
$421K +$423K +38,610 New
GIA
34
GHP Investment Advisors
Colorado
$340K +$342K +31,191 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$315K +$317K +28,941 New
FAAS
36
First Allied Advisory Services
California
$311K +$312K +28,440 New
ACM
37
Avalon Capital Management
California
$294K +$296K +27,000 New
CMP
38
Courage Miller Partners
Virginia
$279K +$280K +25,575 New
SFSG
39
Stearns Financial Services Group
North Carolina
$260K +$261K +23,820 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$230K +$232K +21,159 New
RC
41
Roundview Capital
New Jersey
$210K +$211K +19,290 New
RIA
42
Regal Investment Advisors
Michigan
$185K +$186K +16,983 New
EWM
43
Edge Wealth Management
New York
$173K +$173K +15,777 New
WA
44
WFG Advisors
Texas
$101K +$102K +9,300 New
Creative Planning
45
Creative Planning
Kansas
$54K +$54K +4,926 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$33K +$32.9K +3,000 New
Bank of America
47
Bank of America
North Carolina
$23K +$23.4K +2,136 New
Brown Advisory
48
Brown Advisory
Maryland
$10K +$9.86K +900 New
BC
49
Bartlett & Co
Ohio
$8K +$7.56K +690 New
CA
50
CapWealth Advisors
Tennessee
$6K +$5.75K +525 New
1
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SCHD Hedge Fund Activity: Q2 2013 in Review

53 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2013, worth a combined $172M.

Buyers outnumbered sellers: 53 funds opened new SCHD positions and 0 closed out — a net gain of 53 holders — while 0 added to existing stakes and 0 trimmed.

  • 53 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $172M of Schwab US Dividend Equity ETF stock for Q2 2013.
  • 53 funds opened new Schwab US Dividend Equity ETF positions in Q2 2013 and 0 closed out, a net change of +53 holders.

Based on aggregated 13F filings for Q2 2013.