Schwab US Dividend Equity ETF
SCHD
927 hedge funds and large institutions have $11.1B invested in Schwab US Dividend Equity ETF in 2021 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 514 increasing their positions, 224 reducing their positions, and 34 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 514 | Existing positions reduced: 224
88% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 34
9% more capital invested
Capital invested by funds: $10.2B → $11.1B (+$909M)
3% more funds holding in top 10
Funds holding in top 10: 122 → 126 (+4)
2.9% more ownership
Funds ownership: 118.03% → 120.93% (+2.9%)
2% more funds holding
Funds holding: 910 → 927 (+17)
3% less call options, than puts
Call options by funds: $17.6M | Put options by funds: $18.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$252M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$204M |
| 3 |
JP Morgan Chase
New York
|
+$115M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$68.6M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$62.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$35.7M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$31.4M |
| 3 |
CFO
CVA Family Office
Denver,
Colorado
|
-$24.7M |
| 4 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$9.79M |
| 5 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
-$8.04M |
SCHD Hedge Fund Activity: Q3 2021 in Review
927 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2021, worth a combined $11.1B — up 8.9% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new SCHD positions and 34 closed out — a net gain of 30 holders — while 514 added to existing stakes and 224 trimmed.
The largest buyer was Avantax Advisory Services, adding an estimated $252M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $35.7M sold.
- 927 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2021, up from 910 in Q2 2021.
- Funds reported $11.1B of Schwab US Dividend Equity ETF stock for Q3 2021, up 8.9% quarter-over-quarter.
- 64 funds opened new Schwab US Dividend Equity ETF positions in Q3 2021 and 34 closed out, a net change of +30 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q3 2021 was Avantax Advisory Services, an estimated $252M added.
- The largest Schwab US Dividend Equity ETF seller in Q3 2021 was Stuart Chaussee & Associates, an estimated $35.7M sold.
Based on aggregated 13F filings for Q3 2021.