Schwab US Dividend Equity ETF
SCHD
SCHD
289 hedge funds and large institutions have $1.35B invested in Schwab US Dividend Equity ETF in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 131 increasing their positions, 84 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
7% more capital invested
Capital invested by funds: $1.26B → $1.35B (+$88.2M)
0.68% more ownership
Funds ownership: 71.7% → 72.37% (+0.68%)
16% less funds holding in top 10
Funds holding in top 10: 25 → 21 (-4)
Holders
289
Holding in Top 10
21
Calls
$1.81M
Puts
$1.12M
Top Buyers
| 1 | +$53.1M | |
| 2 | +$19.9M | |
| 3 | +$8.43M | |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$5.98M |
| 5 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$4.51M |
Top Sellers
| 1 | -$13.9M | |
| 2 | -$9.76M | |
| 3 | -$8.1M | |
| 4 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$4.38M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$4.22M |