Schwab US Dividend Equity ETF
SCHD
646 hedge funds and large institutions have $3.41B invested in Schwab US Dividend Equity ETF in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 269 increasing their positions, 209 reducing their positions, and 96 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 269 | Existing positions reduced: 209
6% more funds holding in top 10
Funds holding in top 10: 69 → 73 (+4)
3.67% more ownership
Funds ownership: 102.12% → 105.79% (+3.7%)
3% less funds holding
Funds holding: 666 → 646 (-20)
11% less first-time investments, than exits
New positions opened: 85 | Existing positions closed: 96
14% less capital invested
Capital invested by funds: $3.97B → $3.41B (-$559M)
41% less call options, than puts
Call options by funds: $3.18M | Put options by funds: $5.41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$95.3M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$41.1M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$31.7M |
| 4 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$23.3M |
| 5 |
Morgan Stanley
New York
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Davidson Capital Management
Corpus Christi,
Texas
|
-$23.6M |
| 2 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$15.6M |
| 3 |
JIP
JBJ Investment Partners
Charleston,
South Carolina
|
-$13.4M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$12.4M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$9.95M |
SCHD Hedge Fund Activity: Q1 2020 in Review
646 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q1 2020, worth a combined $3.41B — down 14% from $3.97B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of SCHD and 85 opened new positions — a net loss of 11 holders — while 209 trimmed existing stakes and 269 added.
The largest buyer was Wealthfront Advisers, adding an estimated $95.3M. The largest seller was Davidson Capital Management, cutting an estimated $23.6M.
- 646 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q1 2020, down from 666 in Q4 2019.
- Funds reported $3.41B of Schwab US Dividend Equity ETF stock for Q1 2020, down 14% quarter-over-quarter.
- 85 funds opened new Schwab US Dividend Equity ETF positions in Q1 2020 and 96 closed out, a net change of -11 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q1 2020 was Wealthfront Advisers, an estimated $95.3M added.
- The largest Schwab US Dividend Equity ETF seller in Q1 2020 was Davidson Capital Management, an estimated $23.6M sold.
Based on aggregated 13F filings for Q1 2020.