Schwab US Dividend Equity ETF
SCHD
1,373 hedge funds and large institutions have $18.8B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 655 increasing their positions, 471 reducing their positions, and 69 closing their positions.
72% more call options, than puts
Call options by funds: $118M | Put options by funds: $68.4M
59% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 69
39% more repeat investments, than reductions
Existing positions increased: 655 | Existing positions reduced: 471
2% more funds holding
Funds holding: 1,342 → 1,373 (+31)
2% more capital invested
Capital invested by funds: $18.3B → $18.8B (+$454M)
2.2% less ownership
Funds ownership: 120.24% → 118.04% (-2.2%)
10% less funds holding in top 10
Funds holding in top 10: 264 → 237 (-27)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$139M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$121M |
| 3 |
JP Morgan Chase
New York
|
+$59.2M |
| 4 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$50.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$46.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$63.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$50.7M |
| 3 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
-$48M |
| 4 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$47M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$45.3M |
SCHD Hedge Fund Activity: Q2 2023 in Review
1,373 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2023, worth a combined $18.8B — up 2.5% from $18.3B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new SCHD positions and 69 closed out — a net gain of 41 holders — while 655 added to existing stakes and 471 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $139M. The largest seller was Cetera Investment Advisers, cutting an estimated $63.1M.
- 1,373 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2023, up from 1,342 in Q1 2023.
- Funds reported $18.8B of Schwab US Dividend Equity ETF stock for Q2 2023, up 2.5% quarter-over-quarter.
- 110 funds opened new Schwab US Dividend Equity ETF positions in Q2 2023 and 69 closed out, a net change of +41 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q2 2023 was Royal Bank of Canada, an estimated $139M added.
- The largest Schwab US Dividend Equity ETF seller in Q2 2023 was Cetera Investment Advisers, an estimated $63.1M sold.
Based on aggregated 13F filings for Q2 2023.