Schwab US Dividend Equity ETF
SCHD
SCHD
1,370 hedge funds and large institutions have $18.7B invested in Schwab US Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 655 increasing their positions, 469 reducing their positions, and 68 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
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: →
3% more capital invested
Capital invested by funds: $18.3B → $18.7B (+$460M)
2.16% less ownership
Funds ownership: 120.11% → 117.95% (-2.2%)
10% less funds holding in top 10
Funds holding in top 10: 263 → 236 (-27)
Holders
1,370
Holding in Top 10
236
Calls
$118M
Puts
$68.4M
Top Buyers
| 1 | +$139M | |
| 2 | +$121M | |
| 3 | +$59.2M | |
| 4 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$50.8M |
| 5 |
LPL Financial
San Diego,
California
|
+$46.9M |
Top Sellers
| 1 | -$63.1M | |
| 2 | -$50.7M | |
| 3 | -$48M | |
| 4 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$47M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$45.3M |