Schwab US Dividend Equity ETF
SCHD
429 hedge funds and large institutions have $2.28B invested in Schwab US Dividend Equity ETF in 2018 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 181 increasing their positions, 129 reducing their positions, and 19 closing their positions.
443% more call options, than puts
Call options by funds: $1.5M | Put options by funds: $276K
105% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 19
40% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 129
14% more capital invested
Capital invested by funds: $2.01B → $2.28B (+$272M)
4% more funds holding
Funds holding: 414 → 429 (+15)
0.61% more ownership
Funds ownership: 81.08% → 81.69% (+0.61%)
7% less funds holding in top 10
Funds holding in top 10: 28 → 26 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$25.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.8M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$13.5M |
| 4 |
Jane Street
New York
|
+$9.08M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$7.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$8.03M |
| 2 |
W
Wealthfront
Palo Alto,
California
|
-$7.35M |
| 3 |
PAI
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
-$6.35M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$5.2M |
| 5 |
FCFS
First Command Financial Services
Fort Worth,
Texas
|
-$4.65M |
SCHD Hedge Fund Activity: Q3 2018 in Review
429 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2018, worth a combined $2.28B — up 14% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SCHD positions and 19 closed out — a net gain of 20 holders — while 181 added to existing stakes and 129 trimmed.
The largest buyer was Pinkerton Retirement Specialists, adding an estimated $25.3M. The largest seller was Newman Dignan & Sheerar Inc, cutting an estimated $8.03M.
- 429 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2018, up from 414 in Q2 2018.
- Funds reported $2.28B of Schwab US Dividend Equity ETF stock for Q3 2018, up 14% quarter-over-quarter.
- 39 funds opened new Schwab US Dividend Equity ETF positions in Q3 2018 and 19 closed out, a net change of +20 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q3 2018 was Pinkerton Retirement Specialists, an estimated $25.3M added.
- The largest Schwab US Dividend Equity ETF seller in Q3 2018 was Newman Dignan & Sheerar Inc, an estimated $8.03M sold.
Based on aggregated 13F filings for Q3 2018.