Schwab US Dividend Equity ETF
SCHD
1,110 hedge funds and large institutions have $11.9B invested in Schwab US Dividend Equity ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 500 increasing their positions, 249 reducing their positions, and 28 closing their positions.
732% more first-time investments, than exits
New positions opened: 233 | Existing positions closed: 28
101% more repeat investments, than reductions
Existing positions increased: 500 | Existing positions reduced: 249
89% more call options, than puts
Call options by funds: $26.3M | Put options by funds: $13.9M
33% more funds holding in top 10
Funds holding in top 10: 126 → 167 (+41)
20% more funds holding
Funds holding: 927 → 1,110 (+183)
7% more capital invested
Capital invested by funds: $11.1B → $11.9B (+$746M)
6.74% less ownership
Funds ownership: 120.93% → 114.19% (-6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
+$86.7M |
| 2 |
LPL Financial
San Diego,
California
|
+$50.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$50.1M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$34.5M |
| 5 |
Morgan Stanley
New York
|
+$32.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.36B |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$53.4M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$31.9M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$22.3M |
| 5 |
WF
Whelan Financial
Fresno,
California
|
-$17M |
SCHD Hedge Fund Activity: Q4 2021 in Review
1,110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2021, worth a combined $11.9B — up 6.7% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 233 funds opened new SCHD positions and 28 closed out — a net gain of 205 holders — while 500 added to existing stakes and 249 trimmed.
The largest buyer was Wealthfront Advisers, adding an estimated $86.7M. The largest seller was Bank of America, cutting an estimated $1.36B.
- 1,110 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2021, up from 927 in Q3 2021.
- Funds reported $11.9B of Schwab US Dividend Equity ETF stock for Q4 2021, up 6.7% quarter-over-quarter.
- 233 funds opened new Schwab US Dividend Equity ETF positions in Q4 2021 and 28 closed out, a net change of +205 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2021 was Wealthfront Advisers, an estimated $86.7M added.
- The largest Schwab US Dividend Equity ETF seller in Q4 2021 was Bank of America, an estimated $1.36B sold.
Based on aggregated 13F filings for Q4 2021.