Schwab US Dividend Equity ETF
SCHD
853 hedge funds and large institutions have $7.85B invested in Schwab US Dividend Equity ETF in 2021 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 426 increasing their positions, 218 reducing their positions, and 32 closing their positions.
269% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 32
95% more repeat investments, than reductions
Existing positions increased: 426 | Existing positions reduced: 218
35% more capital invested
Capital invested by funds: $5.81B → $7.85B (+$2.04B)
16% more funds holding in top 10
Funds holding in top 10: 97 → 113 (+16)
10% more funds holding
Funds holding: 777 → 853 (+76)
1.59% more ownership
Funds ownership: 109.36% → 110.95% (+1.6%)
10% less call options, than puts
Call options by funds: $11.1M | Put options by funds: $12.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$170M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$110M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$108M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$67.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$64.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$141M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$59.8M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$49.3M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$41.4M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$41.2M |
SCHD Hedge Fund Activity: Q1 2021 in Review
853 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q1 2021, worth a combined $7.85B — up 35% from $5.81B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new SCHD positions and 32 closed out — a net gain of 86 holders — while 426 added to existing stakes and 218 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $170M. The largest seller was Newman Dignan & Sheerar Inc, cutting an estimated $141M.
- 853 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q1 2021, up from 777 in Q4 2020.
- Funds reported $7.85B of Schwab US Dividend Equity ETF stock for Q1 2021, up 35% quarter-over-quarter.
- 118 funds opened new Schwab US Dividend Equity ETF positions in Q1 2021 and 32 closed out, a net change of +86 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q1 2021 was JP Morgan Chase, an estimated $170M added.
- The largest Schwab US Dividend Equity ETF seller in Q1 2021 was Newman Dignan & Sheerar Inc, an estimated $141M sold.
Based on aggregated 13F filings for Q1 2021.