Schwab US Dividend Equity ETF
SCHD
SCHD
1,560 hedge funds and large institutions have $21.5B invested in Schwab US Dividend Equity ETF in 2024 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 727 increasing their positions, 537 reducing their positions, and 81 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: →
2% more capital invested
Capital invested by funds: $21.1B → $21.5B (+$322M)
6% less funds holding in top 10
Funds holding in top 10: 245 → 231 (-14)
7.25% less ownership
Funds ownership: 121.62% → 114.37% (-7.3%)
Holders
1,560
Holding in Top 10
231
Calls
$154M
Puts
$54M
Top Buyers
| 1 | +$248M | |
| 2 | +$102M | |
| 3 | +$75.7M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$58.8M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$48.8M |
Top Sellers
| 1 | -$597M | |
| 2 | -$518M | |
| 3 | -$187M | |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$98M |
| 5 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$80.8M |