Schwab US Dividend Equity ETF
SCHD
407 hedge funds and large institutions have $1.92B invested in Schwab US Dividend Equity ETF in 2018 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 117 reducing their positions, and 36 closing their positions.
89% more call options, than puts
Call options by funds: $2.02M | Put options by funds: $1.06M
56% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 117
47% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 36
4% more funds holding
Funds holding: 393 → 407 (+14)
2% less capital invested
Capital invested by funds: $1.96B → $1.92B (-$42.4M)
2.04% less ownership
Funds ownership: 83.31% → 81.28% (-2%)
8% less funds holding in top 10
Funds holding in top 10: 37 → 34 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
+$51.9M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$18.1M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$16.8M |
| 4 |
WC
Westwind Capital
Las Cruces,
New Mexico
|
+$8.44M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMA
White Mountains Advisors
Guilford,
Connecticut
|
-$29.9M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$9.39M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$7.62M |
| 4 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
-$6.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.66M |
SCHD Hedge Fund Activity: Q1 2018 in Review
407 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q1 2018, worth a combined $1.92B — down 2.2% from $1.96B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SCHD positions and 36 closed out — a net gain of 17 holders — while 182 added to existing stakes and 117 trimmed.
The largest buyer was Wealthfront, adding an estimated $51.9M. The largest seller was White Mountains Advisors, exiting entirely with an estimated $29.9M sold.
- 407 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q1 2018, up from 393 in Q4 2017.
- Funds reported $1.92B of Schwab US Dividend Equity ETF stock for Q1 2018, down 2.2% quarter-over-quarter.
- 53 funds opened new Schwab US Dividend Equity ETF positions in Q1 2018 and 36 closed out, a net change of +17 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q1 2018 was Wealthfront, an estimated $51.9M added.
- The largest Schwab US Dividend Equity ETF seller in Q1 2018 was White Mountains Advisors, an estimated $29.9M sold.
Based on aggregated 13F filings for Q1 2018.