Schwab US Dividend Equity ETF
SCHD
482 hedge funds and large institutions have $2.26B invested in Schwab US Dividend Equity ETF in 2018 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 200 increasing their positions, 124 reducing their positions, and 42 closing their positions.
138% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 42
112% more call options, than puts
Call options by funds: $2.01M | Put options by funds: $951K
61% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 124
54% more funds holding in top 10
Funds holding in top 10: 26 → 40 (+14)
12% more funds holding
Funds holding: 430 → 482 (+52)
7.13% more ownership
Funds ownership: 82.12% → 89.25% (+7.1%)
1% less capital invested
Capital invested by funds: $2.28B → $2.26B (-$19.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$17.5M |
| 2 |
ACM
Argent Capital Management
St Louis,
Missouri
|
+$15.9M |
| 3 |
Goldman Sachs
New York
|
+$15.1M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$13.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$15.3M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$13.7M |
| 3 |
OIM
Opus Investment Management
Worcester,
Massachusetts
|
-$12.2M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$11.4M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$10.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
526
Financial Engines Advisors
Santa Clara,
California
| – | -$6K | -339 | Closed |
|
|
FFW
527
Fusion Family Wealth
Woodbury,
New York
| – | -$1K | -48 | Closed |
|
528
William Blair & Company
Chicago,
Illinois
| – | +$50 | +3 | +11% |
|
SCHD Hedge Fund Activity: Q4 2018 in Review
482 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2018, worth a combined $2.26B — down 0.86% from $2.28B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new SCHD positions and 42 closed out — a net gain of 58 holders — while 200 added to existing stakes and 124 trimmed.
The largest buyer was LPL Financial, adding an estimated $17.5M. The largest seller was QS Investors, exiting entirely with an estimated $15.3M sold.
- 482 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2018, up from 430 in Q3 2018.
- Funds reported $2.26B of Schwab US Dividend Equity ETF stock for Q4 2018, down 0.86% quarter-over-quarter.
- 100 funds opened new Schwab US Dividend Equity ETF positions in Q4 2018 and 42 closed out, a net change of +58 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2018 was LPL Financial, an estimated $17.5M added.
- The largest Schwab US Dividend Equity ETF seller in Q4 2018 was QS Investors, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2018.