Schwab US Dividend Equity ETF
SCHD
518 hedge funds and large institutions have $2.9B invested in Schwab US Dividend Equity ETF in 2019 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 207 increasing their positions, 165 reducing their positions, and 28 closing their positions.
161% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 28
128% more call options, than puts
Call options by funds: $2.69M | Put options by funds: $1.18M
28% more capital invested
Capital invested by funds: $2.27B → $2.9B (+$628M)
25% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 165
20% more funds holding in top 10
Funds holding in top 10: 40 → 48 (+8)
7% more funds holding
Funds holding: 482 → 518 (+36)
7.04% more ownership
Funds ownership: 89.27% → 96.31% (+7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$57.4M |
| 2 |
AEPG
American Economic Planning Group
Warren,
New Jersey
|
+$37.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$21.4M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$20M |
| 5 |
EFSCE
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$14.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$8.88M |
| 4 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$6.36M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$6.22M |
SCHD Hedge Fund Activity: Q1 2019 in Review
518 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q1 2019, worth a combined $2.9B — up 28% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new SCHD positions and 28 closed out — a net gain of 45 holders — while 207 added to existing stakes and 165 trimmed.
The largest buyer was Avantax Planning Partners, adding an estimated $57.4M. The largest seller was Argent Capital Management, exiting entirely with an estimated $14.9M sold.
- 518 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q1 2019, up from 482 in Q4 2018.
- Funds reported $2.9B of Schwab US Dividend Equity ETF stock for Q1 2019, up 28% quarter-over-quarter.
- 73 funds opened new Schwab US Dividend Equity ETF positions in Q1 2019 and 28 closed out, a net change of +45 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q1 2019 was Avantax Planning Partners, an estimated $57.4M added.
- The largest Schwab US Dividend Equity ETF seller in Q1 2019 was Argent Capital Management, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2019.