Schwab US Dividend Equity ETF
SCHD
414 hedge funds and large institutions have $2.01B invested in Schwab US Dividend Equity ETF in 2018 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 128 reducing their positions, and 31 closing their positions.
163% more call options, than puts
Call options by funds: $2.22M | Put options by funds: $846K
35% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 31
25% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 128
2% more funds holding
Funds holding: 406 → 414 (+8)
4% more capital invested
Capital invested by funds: $1.92B → $2.01B (+$83.5M)
0.19% less ownership
Funds ownership: 81.27% → 81.08% (-0.19%)
18% less funds holding in top 10
Funds holding in top 10: 34 → 28 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$48.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$15.7M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
+$9.77M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$8.5M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$8.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$25.8M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
-$22.6M |
| 3 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
-$10.7M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$6.65M |
| 5 |
WC
Westwind Capital
Las Cruces,
New Mexico
|
-$5.38M |
SCHD Hedge Fund Activity: Q2 2018 in Review
414 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2018, worth a combined $2.01B — up 4.3% from $1.92B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SCHD positions and 31 closed out — a net gain of 11 holders — while 160 added to existing stakes and 128 trimmed.
The largest buyer was UBS Group, adding an estimated $48.6M. The largest seller was QS Investors, cutting an estimated $25.8M.
- 414 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2018, up from 406 in Q1 2018.
- Funds reported $2.01B of Schwab US Dividend Equity ETF stock for Q2 2018, up 4.3% quarter-over-quarter.
- 42 funds opened new Schwab US Dividend Equity ETF positions in Q2 2018 and 31 closed out, a net change of +11 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q2 2018 was UBS Group, an estimated $48.6M added.
- The largest Schwab US Dividend Equity ETF seller in Q2 2018 was QS Investors, an estimated $25.8M sold.
Based on aggregated 13F filings for Q2 2018.