Schwab US Dividend Equity ETF
SCHD
666 hedge funds and large institutions have $3.95B invested in Schwab US Dividend Equity ETF in 2019 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 272 increasing their positions, 156 reducing their positions, and 22 closing their positions.
595% more first-time investments, than exits
New positions opened: 153 | Existing positions closed: 22
74% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 156
38% more funds holding in top 10
Funds holding in top 10: 50 → 69 (+19)
23% more funds holding
Funds holding: 543 → 666 (+123)
18% more capital invested
Capital invested by funds: $3.35B → $3.95B (+$602M)
14% more call options, than puts
Call options by funds: $4.78M | Put options by funds: $4.2M
5.11% more ownership
Funds ownership: 97.14% → 102.25% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$43.2M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$26.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$25.3M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
+$16.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
-$3.65M |
| 2 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$2.39M |
| 3 |
JIP
JBJ Investment Partners
Charleston,
South Carolina
|
-$2.28M |
| 4 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$2.18M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.08M |
SCHD Hedge Fund Activity: Q4 2019 in Review
666 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2019, worth a combined $3.95B — up 18% from $3.35B a quarter earlier.
Buyers outnumbered sellers: 153 funds opened new SCHD positions and 22 closed out — a net gain of 131 holders — while 272 added to existing stakes and 156 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $43.2M. The largest seller was Spectrum Management Group, cutting an estimated $3.65M.
- 666 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2019, up from 543 in Q3 2019.
- Funds reported $3.95B of Schwab US Dividend Equity ETF stock for Q4 2019, up 18% quarter-over-quarter.
- 153 funds opened new Schwab US Dividend Equity ETF positions in Q4 2019 and 22 closed out, a net change of +131 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $43.2M added.
- The largest Schwab US Dividend Equity ETF seller in Q4 2019 was Spectrum Management Group, an estimated $3.65M sold.
Based on aggregated 13F filings for Q4 2019.