We are live on ! Find out more
SCHD icon

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
BBPWM
151
Blue Bell Private Wealth Management
Pennsylvania
$741K -$35.4K -2,316 -5%
GIA
152
GHP Investment Advisors
Colorado
$741K +$7.52K +492 +1%
CFA
153
Carroll Financial Associates
North Carolina
$698K +$199K +13,014 +42%
CIAS
154
Capital Investment Advisory Services
North Carolina
$677K -$137K -8,946 -17%
MML Investors Services
155
MML Investors Services
Massachusetts
$668K -$2.75M -179,694 -81%
ADL
156
Asset Dedication LLC
California
$665K -$6.05K -396 -0.9%
AMM
157
American Money Management
California
$663K +$76.1K +4,974 +13%
BCI
158
Brinker Capital Investments
Pennsylvania
$648K +$59.1K +3,864 +10%
ACM
159
AlphaStar Capital Management
North Carolina
$647K +$635K +41,502 New
GAM
160
Garrison Asset Management
Arkansas
$639K -$3.94K -258 -0.6%
CIBC Private Wealth Group
161
CIBC Private Wealth Group
Georgia
$638K +$625K +40,881 New
HighTower Advisors
162
HighTower Advisors
Illinois
$637K +$176K +11,502 +39%
PA
163
Pinnacle Associates
New York
$634K +$69.5K +4,542 +13%
TFA
164
Toth Financial Advisory
Virginia
$620K -$5.6K -366 -0.9%
SB
165
Suntrust Banks
Georgia
$618K +$321 +21 +0.1%
AIA
166
Armor Investment Advisors
North Carolina
$577K +$39.1K +2,556 +7%
WCM
167
Weik Capital Management
Pennsylvania
$561K +$550K +35,970 New
SA
168
Strategic Advisors
New York
$548K -$21.6K -1,410 -4%
MWM
169
Meridian Wealth Management
Kentucky
$544K -$132K -8,622 -20%
CA
170
Cetera Advisors
Colorado
$527K -$25.7K -1,680 -5%
ICOA
171
Investment Centers of America
North Dakota
$509K +$499K +32,613 New
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$498K +$47.5K +3,108 +11%
GC
173
Gratus Capital
Georgia
$497K +$241K +15,753 +98%
VIA
174
Vantage Investment Advisors
Pennsylvania
$494K +$32.6K +2,130 +7%
SBL
175
Sargent Bickham Lagudis
Colorado
$493K -$2.43M -158,625 -83%

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.