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Schwab US Dividend Equity ETF

53 hedge funds and large institutions have $172M invested in Schwab US Dividend Equity ETF in 2013 Q2 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.56% more ownership

Funds ownership: 0%50.56% (+51%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $334K

Holders
53
Holders Change
+53
Holders Change %
% of All Funds
1.73%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
53
Increased
Reduced
Closed
Calls
Puts
$334K
Net Calls
-$334K
Net Calls Change
-$334K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
EK
51
Evensky & Katz
Florida
$6K +$6.58K +600 New
NDSI
52
Newman Dignan & Sheerar Inc
Rhode Island
$2.64K +$2.66M +242,586 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
+$197 +18 New

SCHD Hedge Fund Activity: Q2 2013 in Review

53 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2013, worth a combined $172M.

Buyers outnumbered sellers: 53 funds opened new SCHD positions and 0 closed out — a net gain of 53 holders — while 0 added to existing stakes and 0 trimmed.

  • 53 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $172M of Schwab US Dividend Equity ETF stock for Q2 2013.
  • 53 funds opened new Schwab US Dividend Equity ETF positions in Q2 2013 and 0 closed out, a net change of +53 holders.

Based on aggregated 13F filings for Q2 2013.