Schwab US Dividend Equity ETF
SCHD
SCHD
186 hedge funds and large institutions have $862M invested in Schwab US Dividend Equity ETF in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 75 increasing their positions, 44 reducing their positions, and 12 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
27.51% more ownership
Funds ownership: 55.83% → 83.34% (+28%)
18% more funds holding
Funds holding: 157 → 186 (+29)
5% less call options, than puts
Call options by funds: $517K | Put options by funds: $544K
Holders
186
Holding in Top 10
16
Calls
$517K
Puts
$544K
Top Buyers
| 1 | +$297M | |
| 2 | +$23.9M | |
| 3 | +$15.5M | |
| 4 |
W
Wealthfront
Palo Alto,
California
|
+$15.2M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$9.01M |
Top Sellers
| 1 | -$27.8M | |
| 2 | -$11M | |
| 3 | -$6.07M | |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$5.04M |
| 5 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$3.85M |