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Schwab US Dividend Equity ETF

302 hedge funds and large institutions have $1.53B invested in Schwab US Dividend Equity ETF in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 144 increasing their positions, 86 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more call options, than puts

Call options by funds: $2.53M | Put options by funds: $1.04M

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

67% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 86

14% more capital invested

Capital invested by funds: $1.35B → $1.53B (+$182M)

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 289302 (+13)

4.06% more ownership

Funds ownership: 72.37%76.43% (+4.1%)

Holders
302
Holders Change
+13
Holders Change %
+4.5%
% of All Funds
7.53%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.57%
New
31
Increased
144
Reduced
86
Closed
17
Calls
$2.53M
Puts
$1.04M
Net Calls
+$1.49M
Net Calls Change
+$806K
Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
126
Van Cleef Asset Management
Ohio
$1.03M -$69.9K -4,569 -6%
SFG
127
Sage Financial Group
Pennsylvania
$1.01M -$13.8K -900 -1%
OA
128
Opes Advisors
California
$1.01M +$62.2K +4,068 +7%
LA
129
LVW Advisors
New York
$1M +$118K +7,734 +14%
ACM
130
Alpha Capital Management
Texas
$974K +$96.4K +6,303 +11%
EAM
131
Evanson Asset Management
California
$971K +$3.94K +258 +0.4%
RCG
132
Ruggie Capital Group
Florida
$948K -$48K -3,141 -5%
MWAC
133
Mariner Wealth Advisors (Cincinnati)
Ohio
$946K -$25K -1,635 -3%
KWM
134
Kingsview Wealth Management
Oregon
$932K -$80.1K -5,238 -8%
FFWA
135
FRG Family Wealth Advisors
Washington
$931K -$36.7K -2,400 -4%
HWM
136
Highwater Wealth Management
Colorado
$912K -$21.6K -1,413 -2%
AF
137
Aldebaran Financial
$909K +$321 +21 +0%
SLA
138
Silver Lake Advisory
Utah
$875K +$20.1K +1,314 +2%
WI
139
Wintrust Investments
Illinois
$857K +$414K +27,051 +97%
WFG
140
Wills Financial Group
Virginia
$854K +$91.3K +5,970 +12%
OIA
141
OneDigital Investment Advisors
Kansas
$846K -$201K -13,119 -19%
BCMO
142
Buckingham Capital Management (Ohio)
Ohio
$822K -$42.1K -2,754 -5%
KBFS
143
Kohmann Bosshard Financial Services
Ohio
$803K +$787K +51,462 New
NGA
144
Naples Global Advisors
Florida
$802K +$42K +2,745 +6%
JP Morgan Chase
145
JP Morgan Chase
New York
$797K +$3.44K +225 +0.4%
SA
146
SRH Advisors
Kansas
$785K +$30.3K +1,980 +4%
MWP
147
MYCIO Wealth Partners
Pennsylvania
$783K -$70.7K -4,623 -8%
AFP
148
Ausdal Financial Partners
Iowa
$777K +$250K +16,374 +49%
SFSG
149
Stearns Financial Services Group
North Carolina
$771K -$1.42K -93 -0.2%
ML
150
McAdam LLC
Pennsylvania
$766K +$11.1K +726 +2%

SCHD Hedge Fund Activity: Q3 2017 in Review

302 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2017, worth a combined $1.53B — up 14% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SCHD positions and 17 closed out — a net gain of 14 holders — while 144 added to existing stakes and 86 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $49.4M. The largest seller was Opus Investment Management, cutting an estimated $4.92M.

  • 302 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2017, up from 289 in Q2 2017.
  • Funds reported $1.53B of Schwab US Dividend Equity ETF stock for Q3 2017, up 14% quarter-over-quarter.
  • 31 funds opened new Schwab US Dividend Equity ETF positions in Q3 2017 and 17 closed out, a net change of +14 holders.
  • The largest Schwab US Dividend Equity ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $49.4M added.
  • The largest Schwab US Dividend Equity ETF seller in Q3 2017 was Opus Investment Management, an estimated $4.92M sold.

Based on aggregated 13F filings for Q3 2017.