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Schwab US Dividend Equity ETF
SCHD
SCHD
157 hedge funds and large institutions have $463M invested in Schwab US Dividend Equity ETF in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
42% more call options, than puts
Call options by funds: $1.33M | Put options by funds: $938K
5% more funds holding
Funds holding: 149 → 157 (+8)
0.96% less ownership
Funds ownership: 56.8% → 55.83% (-0.96%)
4% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 55
9% less capital invested
Capital invested by funds: $508M → $463M (-$44.4M)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
4.38%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.25%
New
25
Increased
53
Reduced
55
Closed
15
Calls
$1.33M
Puts
$938K
Net Calls
+$392K
Net Calls Change
-$634K
Top Buyers
Top Sellers
| 1 |
CC
Curian Capital
Denver,
Colorado
|
-$23.3M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
-$9.52M |
| 3 |
W
Wealthfront
Palo Alto,
California
|
-$6.83M |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$6.53M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$6.36M |
