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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
ALWM
1201
Andrews Lucia Wealth Management
California
-$432K -16,029 Closed
YIH
1202
Y-Intercept (HK)
Hong Kong
-$400K -15,213 Closed
LNWTC
1203
Laird Norton Wetherby Trust Company
Washington
-$384K -14,610 Closed
BIM
1204
Bullseye Investment Management
Ohio
-$381K -14,472 Closed
WCA
1205
Westover Capital Advisors
Delaware
-$366K -13,923 Closed
GGI
1206
Godsey & Gibb Inc
Virginia
-$362K -13,767 Closed
LFG
1207
Lockerman Financial Group
California
-$346K -13,197 Closed
EP
1208
Eudaimonia Partners
Tennessee
-$339K -12,897 Closed
AWM
1209
Aries Wealth Management
Maine
-$316K -12,018 Closed
FPCG
1210
Fort Pitt Capital Group
Pennsylvania
-$308K -11,700 Closed
JWM
1211
JFG Wealth Management
Colorado
-$308K -11,700 Closed
PFPT
1212
Pinnacle Financial Partners (Tennessee)
Tennessee
-$306K -11,655 Closed
JSW
1213
Journey Strategic Wealth
New Jersey
-$292K -11,100 Closed
CWM
1214
Congress Wealth Management
Massachusetts
-$289K -10,962 Closed
CWM
1215
Centric Wealth Management
Illinois
-$286K -10,875 Closed
AWG
1216
Altus Wealth Group
Colorado
-$253K -9,603 Closed
FSA
1217
Financial Sense Advisors
California
-$227K -8,637 Closed
FC
1218
Financial Consulate
Maryland
-$225K -8,553 Closed
DLCIG
1219
D.L. Carlson Investment Group
New Hampshire
-$225K -8,541 Closed
TCM
1220
Traynor Capital Management
Pennsylvania
-$223K -8,511 Closed
DWM
1221
Dakota Wealth Management
Florida
-$222K -8,427 Closed
GAG
1222
GM Advisory Group
New York
-$220K -8,370 Closed
KA
1223
Klingman & Associates
New York
-$218K -8,292 Closed
WDC
1224
Woodward Diversified Capital
California
-$218K -8,289 Closed
AF
1225
Alerus Financial
North Dakota
-$215K -8,160 Closed

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.