Schwab US Dividend Equity ETF
SCHD
649 hedge funds and large institutions have $3.72B invested in Schwab US Dividend Equity ETF in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 257 increasing their positions, 229 reducing their positions, and 67 closing their positions.
77% more call options, than puts
Call options by funds: $8.83M | Put options by funds: $4.99M
12% more repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 229
9% more capital invested
Capital invested by funds: $3.41B → $3.72B (+$314M)
4% more funds holding in top 10
Funds holding in top 10: 73 → 76 (+3)
9% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 67
0% more funds holding
Funds holding: 646 → 649 (+3)
5.73% less ownership
Funds ownership: 105.79% → 100.06% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETS
ESL Trust Services
Rochester,
New York
|
+$21.4M |
| 2 |
Morgan Stanley
New York
|
+$20.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$17.8M |
| 5 |
MAP
Milestone Advisory Partners
Southern Pines,
North Carolina
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$156M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
-$101M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$66.1M |
| 4 |
WANY
Wealthspire Advisors (New York)
New York
|
-$22.9M |
| 5 |
FCA
FLC Capital Advisors
Palm Desert,
California
|
-$8.82M |
SCHD Hedge Fund Activity: Q2 2020 in Review
649 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2020, worth a combined $3.72B — up 9.2% from $3.41B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new SCHD positions and 67 closed out — a net gain of 6 holders — while 257 added to existing stakes and 229 trimmed.
The largest buyer was ESL Trust Services, opening a new position worth an estimated $21.4M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $156M.
- 649 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2020, up from 646 in Q1 2020.
- Funds reported $3.72B of Schwab US Dividend Equity ETF stock for Q2 2020, up 9.2% quarter-over-quarter.
- 73 funds opened new Schwab US Dividend Equity ETF positions in Q2 2020 and 67 closed out, a net change of +6 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q2 2020 was ESL Trust Services, an estimated $21.4M added.
- The largest Schwab US Dividend Equity ETF seller in Q2 2020 was Charles Schwab Investment Advisory, an estimated $156M sold.
Based on aggregated 13F filings for Q2 2020.