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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
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
Holding in Top 10
10
Calls
$249K
Puts
$543K
Top Buyers
| 1 | +$5.94M | |
| 2 | +$3.87M | |
| 3 | +$3.73M | |
| 4 |
SG Americas Securities
New York
|
+$2.63M |
| 5 |
HB
Homrich & Berg
Atlanta,
Georgia
|
+$2.25M |
Top Sellers
| 1 | -$2.58M | |
| 2 | -$1.46M | |
| 3 | -$1.34M | |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$236K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$68K |