Schwab US Dividend Equity ETF
SCHD
521 hedge funds and large institutions have $3.03B 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, 150 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
49% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 150
29% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 34
2% more funds holding in top 10
Funds holding in top 10: 48 → 49 (+1)
5% more capital invested
Capital invested by funds: $2.9B → $3.03B (+$132M)
0% more funds holding
Funds holding: 519 → 521 (+2)
1.03% less ownership
Funds ownership: 96.99% → 95.96% (-1%)
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 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$20.3M |
| 3 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$13.8M |
| 4 |
Jane Street
New York
|
-$8.62M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$3.27M |
SCHD Hedge Fund Activity: Q2 2019 in Review
521 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2019, worth a combined $3.03B — up 4.5% 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 150 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.
- 521 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2019, up from 519 in Q1 2019.
- Funds reported $3.03B of Schwab US Dividend Equity ETF stock for Q2 2019, up 4.5% 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.