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Schwab US Dividend Equity ETF
SCHD
SCHD
88 hedge funds and large institutions have $249M invested in Schwab US Dividend Equity ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
1,350% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 2
388% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 8
44% more funds holding
Funds holding: 61 → 88 (+27)
37% more capital invested
Capital invested by funds: $182M → $249M (+$67M)
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
4.94% more ownership
Funds ownership: 45.77% → 50.71% (+4.9%)
54% less call options, than puts
Call options by funds: $249K | Put options by funds: $543K
Holders
88
Holders Change
+27
Holders Change %
+44.26%
% of All Funds
2.55%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.29%
New
29
Increased
39
Reduced
8
Closed
2
Calls
$249K
Puts
$543K
Net Calls
-$294K
Net Calls Change
+$174K
Top Buyers
| 1 |
AAC
Asset Advisors Corp
Augusta,
Georgia
|
+$5.74M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.74M |
| 3 |
Goldman Sachs
New York
|
+$3.61M |
| 4 |
SG Americas Securities
New York
|
+$2.54M |
| 5 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$2.17M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
76
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $29K | +$28.3K | +2,400 | New |
|
|
VIA
77
Vantage Investment Advisors
State College,
Pennsylvania
| $28K | +$26.9K | +2,283 | New |
|
|
OIA
78
Optimum Investment Advisors
Chicago,
Illinois
| $26K | – | – | – |
|
79
Brown Advisory
Baltimore,
Maryland
| $11K | – | – | – |
|
|
BC
80
Bartlett & Co
Cincinnati,
Ohio
| $8K | – | – | – |
|
81
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $8K | +$8K | +678 | New |
|
|
EK
82
Evensky & Katz
Coral Gables,
Florida
| $7K | – | – | – |
|
|
CA
83
CapWealth Advisors
Franklin,
Tennessee
| $6K | – | – | – |
|
|
MA
84
MCF Advisors
Covington,
Kentucky
| $4K | +$3.54K | +300 | New |
|
|
NDSI
85
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| $3.14K | +$253K | +21,414 | +9% |
|
|
PO
86
Private Ocean
San Rafael,
California
| $2K | +$2.13K | +180 | New |
|
|
FANJ
87
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$68K | -6,120 | Closed |
|
88
Nomura Holdings
Tokyo,
Japan
| – | -$17K | -1,500 | Closed |
|