Schwab US Dividend Equity ETF
SCHD
520 hedge funds and large institutions have $3.05B invested in Schwab US Dividend Equity ETF in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 223 increasing their positions, 149 reducing their positions, and 34 closing their positions.
134% more call options, than puts
Call options by funds: $3.38M | Put options by funds: $1.44M
50% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 149
29% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 34
5% more capital invested
Capital invested by funds: $2.9B → $3.05B (+$151M)
2% more funds holding in top 10
Funds holding in top 10: 48 → 49 (+1)
0% more funds holding
Funds holding: 518 → 520 (+2)
0.39% less ownership
Funds ownership: 96.31% → 95.93% (-0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$27.1M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$20.5M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$10.8M |
| 4 |
JIP
JBJ Investment Partners
Charleston,
South Carolina
|
+$8.74M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$22.1M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$13.8M |
| 3 |
Jane Street
New York
|
-$8.62M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.27M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.75M |
SCHD Hedge Fund Activity: Q2 2019 in Review
520 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2019, worth a combined $3.05B — up 5.2% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new SCHD positions and 34 closed out — a net gain of 10 holders — while 223 added to existing stakes and 149 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $27.1M. The largest seller was Goldman Sachs, cutting an estimated $22.1M.
- 520 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2019, up from 518 in Q1 2019.
- Funds reported $3.05B of Schwab US Dividend Equity ETF stock for Q2 2019, up 5.2% quarter-over-quarter.
- 44 funds opened new Schwab US Dividend Equity ETF positions in Q2 2019 and 34 closed out, a net change of +10 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q2 2019 was Charles Schwab Investment Advisory, an estimated $27.1M added.
- The largest Schwab US Dividend Equity ETF seller in Q2 2019 was Goldman Sachs, an estimated $22.1M sold.
Based on aggregated 13F filings for Q2 2019.