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Schwab US Dividend Equity ETF

1,182 hedge funds and large institutions have $13.6B invested in Schwab US Dividend Equity ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 656 increasing their positions, 279 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 656 | Existing positions reduced: 279

88% more call options, than puts

Call options by funds: $57M | Put options by funds: $30.4M

38% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 71

7% more funds holding in top 10

Funds holding in top 10: 193206 (+13)

3.2% more ownership

Funds ownership: 115.52%118.71% (+3.2%)

3% more capital invested

Capital invested by funds: $13.2B → $13.6B (+$389M)

1% more funds holding

Funds holding: 1,1731,182 (+9)

Holders
1,182
Holders Change
+9
Holders Change %
+0.77%
% of All Funds
19.91%
Holding in Top 10
206
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.74%
% of All Funds
3.47%
New
98
Increased
656
Reduced
279
Closed
71
Calls
$57M
Puts
$30.4M
Net Calls
+$26.6M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DTIM
1151
Danda Trouve Investment Management
Kansas
$8K
CPA
1152
Cardiff Park Advisors
California
$8K +$1.91K +75 +27%
IFAM
1153
Institutional & Family Asset Management
Colorado
$7K
MW
1154
Milestone Wealth
New York
$7K
WFA
1155
WestHill Financial Advisors
California
$7K
NG
1156
NWK Group
California
$6K
LFA
1157
Level Financial Advisors
New York
$6K +$1.83K +72 +42%
IWP
1158
IAG Wealth Partners
Wisconsin
$5K
RWA
1159
RGT Wealth Advisors
Texas
$5K
HCP
1160
Hexagon Capital Partners
Arkansas
$5K +$534 +21 +11%
BWP
1161
Baldwin Wealth Partners
Massachusetts
$4K
TIM
1162
Tevis Investment Management
Texas
$4K
MAM
1163
Meeder Asset Management
Ohio
$4K +$3.66K +144 +4,800%
MA
1164
MCF Advisors
Kentucky
$3K -$6.33K -249 -68%
PCA
1165
Providence Capital Advisors
North Carolina
$3K
TFM
1166
TFC Financial Management
Massachusetts
$3K
WBC
1167
West Branch Capital
Massachusetts
$3K +$1.75K +69 +135%
Bank of Montreal
1168
Bank of Montreal
Ontario, Canada
$2.61K +$1.86M +73,248 +214%
WWP
1169
WR Wealth Planners
Missouri
$2.51K
CP
1170
Castleview Partners
Texas
$2.23K -$2.37K -93 -44%
OFG
1171
Oxford Financial Group
Indiana
$2K +$992 +39 +144%
HFS
1172
Heritage Financial Services
Massachusetts
$2K +$2.75K +108 New
BIM
1173
Baldwin Investment Management
Pennsylvania
$1.26K -$47.3K -1,860 -3%
CCM
1174
Covington Capital Management
California
$1K -$9.92K -390 -94%
NC
1175
NewSquare Capital
Pennsylvania
$1K

SCHD Hedge Fund Activity: Q2 2022 in Review

1,182 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2022, worth a combined $13.6B — up 3% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SCHD positions and 71 closed out — a net gain of 27 holders — while 656 added to existing stakes and 279 trimmed.

The largest buyer was Meitav Investment House, opening a new position worth an estimated $139M. The largest seller was Wealthfront Advisers, cutting an estimated $39.1M.

  • 1,182 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2022, up from 1,173 in Q1 2022.
  • Funds reported $13.6B of Schwab US Dividend Equity ETF stock for Q2 2022, up 3% quarter-over-quarter.
  • 98 funds opened new Schwab US Dividend Equity ETF positions in Q2 2022 and 71 closed out, a net change of +27 holders.
  • The largest Schwab US Dividend Equity ETF buyer in Q2 2022 was Meitav Investment House, an estimated $139M added.
  • The largest Schwab US Dividend Equity ETF seller in Q2 2022 was Wealthfront Advisers, an estimated $39.1M sold.

Based on aggregated 13F filings for Q2 2022.