Schwab US Dividend Equity ETF
SCHD
543 hedge funds and large institutions have $3.35B invested in Schwab US Dividend Equity ETF in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 257 increasing their positions, 150 reducing their positions, and 27 closing their positions.
96% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 27
91% more call options, than puts
Call options by funds: $4.68M | Put options by funds: $2.45M
71% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 150
10% more capital invested
Capital invested by funds: $3.05B → $3.35B (+$295M)
4% more funds holding
Funds holding: 520 → 543 (+23)
2% more funds holding in top 10
Funds holding in top 10: 49 → 50 (+1)
1.22% more ownership
Funds ownership: 95.93% → 97.14% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$43.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$32.9M |
| 3 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
+$11.8M |
| 4 |
LPL Financial
San Diego,
California
|
+$10M |
| 5 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
+$9.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FSA
Financial Sense Advisors
San Diego,
California
|
-$13.6M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$13.1M |
| 3 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$7.24M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$5.05M |
| 5 |
Citigroup
New York
|
-$3.96M |
SCHD Hedge Fund Activity: Q3 2019 in Review
543 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2019, worth a combined $3.35B — up 9.7% from $3.05B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new SCHD positions and 27 closed out — a net gain of 26 holders — while 257 added to existing stakes and 150 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $43.4M. The largest seller was Financial Sense Advisors, cutting an estimated $13.6M.
- 543 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2019, up from 520 in Q2 2019.
- Funds reported $3.35B of Schwab US Dividend Equity ETF stock for Q3 2019, up 9.7% quarter-over-quarter.
- 53 funds opened new Schwab US Dividend Equity ETF positions in Q3 2019 and 27 closed out, a net change of +26 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q3 2019 was Charles Schwab Investment Advisory, an estimated $43.4M added.
- The largest Schwab US Dividend Equity ETF seller in Q3 2019 was Financial Sense Advisors, an estimated $13.6M sold.
Based on aggregated 13F filings for Q3 2019.