Schwab US Dividend Equity ETF
SCHD
SCHD
106 hedge funds and large institutions have $323M invested in Schwab US Dividend Equity ETF in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 21 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
0.66% more ownership
Funds ownership: 49.87% → 50.53% (+0.66%)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $654K
Holders
106
Holding in Top 10
8
Calls
–
Puts
$654K
Top Buyers
| 1 | +$20.4M | |
| 2 | +$13.8M | |
| 3 | +$13.8M | |
| 4 |
Bank of New York Mellon
New York
|
+$9.35M |
| 5 |
KFS
KMS Financial Services
Seattle,
Washington
|
+$2.41M |
Top Sellers
| 1 | -$19M | |
| 2 | -$6.55M | |
| 3 | -$3.3M | |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$857K |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$582K |