Schwab US Dividend Equity ETF
SCHD
1,342 hedge funds and large institutions have $18.3B invested in Schwab US Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 702 increasing their positions, 387 reducing their positions, and 73 closing their positions.
86% more call options, than puts
Call options by funds: $93.4M | Put options by funds: $50.2M
81% more repeat investments, than reductions
Existing positions increased: 702 | Existing positions reduced: 387
68% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 73
1% more funds holding
Funds holding: 1,323 → 1,342 (+19)
4% less capital invested
Capital invested by funds: $19.1B → $18.3B (-$840M)
1% less funds holding in top 10
Funds holding in top 10: 268 → 264 (-4)
5.6% less ownership
Funds ownership: 125.84% → 120.24% (-5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$92.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$83.3M |
| 3 |
RWM
Rezny Wealth Management
Fort Myers,
Florida
|
+$65.6M |
| 4 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$49.1M |
| 5 |
Cerity Partners
New York
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$205M |
| 2 |
MIH
Meitav Investment House
Bene-Beraq,
Israel
|
-$181M |
| 3 |
JP Morgan Chase
New York
|
-$138M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$39.1M |
| 5 |
BDWCC
B&D White Capital Company
Lakeway,
Texas
|
-$33.3M |
SCHD Hedge Fund Activity: Q1 2023 in Review
1,342 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q1 2023, worth a combined $18.3B — down 4.4% from $19.1B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new SCHD positions and 73 closed out — a net gain of 50 holders — while 702 added to existing stakes and 387 trimmed.
The largest buyer was Ameriprise, adding an estimated $92.2M. The largest seller was Wealthfront Advisers, cutting an estimated $205M.
- 1,342 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q1 2023, up from 1,323 in Q4 2022.
- Funds reported $18.3B of Schwab US Dividend Equity ETF stock for Q1 2023, down 4.4% quarter-over-quarter.
- 123 funds opened new Schwab US Dividend Equity ETF positions in Q1 2023 and 73 closed out, a net change of +50 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q1 2023 was Ameriprise, an estimated $92.2M added.
- The largest Schwab US Dividend Equity ETF seller in Q1 2023 was Wealthfront Advisers, an estimated $205M sold.
Based on aggregated 13F filings for Q1 2023.