Schwab US Dividend Equity ETF
SCHD
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.
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: 21 → 23 (+2)
4% more funds holding
Funds holding: 289 → 302 (+13)
4.06% more ownership
Funds ownership: 72.37% → 76.43% (+4.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$49.4M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
+$30.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 4 |
TSS
Two Sigma Securities
New York
|
+$9.17M |
| 5 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
+$5.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIM
Opus Investment Management
Worcester,
Massachusetts
|
-$4.92M |
| 2 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
-$4.26M |
| 3 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$3.15M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.75M |
| 5 |
Jane Street
New York
|
-$2.59M |
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.