Schwab US Dividend Equity ETF
SCHD
912 hedge funds and large institutions have $10.2B invested in Schwab US Dividend Equity ETF in 2021 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 495 increasing their positions, 203 reducing their positions, and 35 closing their positions.
1,636% more capital inflows, than outflows
Capital inflows: $2.25B | Capital outflows: $130M
203% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 35
144% more repeat investments, than reductions
Existing positions increased: 495 | Existing positions reduced: 203
8% more funds holding in top 10
Funds holding in top 10: 113 → 122 (+9)
7% more funds holding
Funds holding: 854 → 912 (+58)
2.38% more ownership
Funds ownership: 36.97% → 39.35% (+2.4%)
18% less call options, than puts
Call options by funds: $12.4M | Put options by funds: $15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.18B |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$77.4M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$68.4M |
| 4 |
LPL Financial
San Diego,
California
|
+$48.2M |
| 5 |
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$33.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthspire Advisors (New York)
New York
|
-$16.2M |
| 2 |
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$11.9M |
| 3 |
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$9.6M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.1M |
| 5 |
Barnett & Company
Chattanooga,
Tennessee
|
-$6.48M |
SCHD Hedge Fund Activity: Q2 2021 in Review
912 of the 5,770 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2021, worth a combined $10.2B — up 30% from $7.86B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new SCHD positions and 35 closed out — a net gain of 71 holders — while 495 added to existing stakes and 203 trimmed.
The largest buyer was Bank of America, adding an estimated $1.18B. The largest seller was Wealthspire Advisors (New York), cutting an estimated $16.2M.
- 912 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2021, up from 854 in Q1 2021.
- Funds reported $10.2B of Schwab US Dividend Equity ETF stock for Q2 2021, up 30% quarter-over-quarter.
- 106 funds opened new Schwab US Dividend Equity ETF positions in Q2 2021 and 35 closed out, a net change of +71 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q2 2021 was Bank of America, an estimated $1.18B added.
- The largest Schwab US Dividend Equity ETF seller in Q2 2021 was Wealthspire Advisors (New York), an estimated $16.2M sold.
Based on aggregated 13F filings for Q2 2021.