Schwab US Dividend Equity ETF
SCHD
777 hedge funds and large institutions have $5.81B invested in Schwab US Dividend Equity ETF in 2020 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 353 increasing their positions, 197 reducing their positions, and 35 closing their positions.
323% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 35
79% more repeat investments, than reductions
Existing positions increased: 353 | Existing positions reduced: 197
36% more capital invested
Capital invested by funds: $4.27B → $5.81B (+$1.54B)
23% more funds holding in top 10
Funds holding in top 10: 79 → 97 (+18)
20% more call options, than puts
Call options by funds: $12.3M | Put options by funds: $10.2M
15% more funds holding
Funds holding: 678 → 777 (+99)
6.46% more ownership
Funds ownership: 102.89% → 109.36% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$126M |
| 2 |
JP Morgan Chase
New York
|
+$119M |
| 3 |
WANY
Wealthspire Advisors (New York)
New York
|
+$111M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$48.9M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$45.3M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$16.4M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$13.5M |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$13.4M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$11.7M |
SCHD Hedge Fund Activity: Q4 2020 in Review
777 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2020, worth a combined $5.81B — up 36% from $4.27B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new SCHD positions and 35 closed out — a net gain of 113 holders — while 353 added to existing stakes and 197 trimmed.
The largest buyer was Newman Dignan & Sheerar Inc, adding an estimated $126M. The largest seller was UBS Group, cutting an estimated $45.3M.
- 777 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2020, up from 678 in Q3 2020.
- Funds reported $5.81B of Schwab US Dividend Equity ETF stock for Q4 2020, up 36% quarter-over-quarter.
- 148 funds opened new Schwab US Dividend Equity ETF positions in Q4 2020 and 35 closed out, a net change of +113 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2020 was Newman Dignan & Sheerar Inc, an estimated $126M added.
- The largest Schwab US Dividend Equity ETF seller in Q4 2020 was UBS Group, an estimated $45.3M sold.
Based on aggregated 13F filings for Q4 2020.