Schwab US Dividend Equity ETF
SCHD
1,185 hedge funds and large institutions have $13.6B invested in Schwab US Dividend Equity ETF in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 658 increasing their positions, 280 reducing their positions, and 71 closing their positions.
392% more capital inflows, than outflows
Capital inflows: $2.14B | Capital outflows: $434M
135% more repeat investments, than reductions
Existing positions increased: 658 | Existing positions reduced: 280
88% more call options, than puts
Call options by funds: $57M | Put options by funds: $30.4M
38% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 71
7% more funds holding in top 10
Funds holding in top 10: 193 → 206 (+13)
1.07% more ownership
Funds ownership: 38.51% → 39.58% (+1.1%)
1% more funds holding
Funds holding: 1,176 → 1,185 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Meitav Investment House
Bene-Beraq,
Israel
|
+$139M |
| 2 |
Merit Financial Group
Alpharetta,
Georgia
|
+$130M |
| 3 |
LPL Financial
San Diego,
California
|
+$111M |
| 4 |
SVB Wealth
Boston,
Massachusetts
|
+$84.2M |
| 5 |
Curi RMB Capital
Chicago,
Illinois
|
+$79.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$39.1M |
| 2 |
Engrave Wealth Partners
The Woodlands,
Texas
|
-$31.6M |
| 3 |
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$21.5M |
| 4 |
DDD Partners
Bellevue,
Washington
|
-$20.4M |
| 5 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$17.1M |
SCHD Hedge Fund Activity: Q2 2022 in Review
1,185 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2022, worth a combined $13.6B — up 2.8% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new SCHD positions and 71 closed out — a net gain of 27 holders — while 658 added to existing stakes and 280 trimmed.
The largest buyer was Meitav Investment House, opening a new position worth an estimated $139M. The largest seller was Wealthfront Advisers, cutting an estimated $39.1M.
- 1,185 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2022, up from 1,176 in Q1 2022.
- Funds reported $13.6B of Schwab US Dividend Equity ETF stock for Q2 2022, up 2.8% quarter-over-quarter.
- 98 funds opened new Schwab US Dividend Equity ETF positions in Q2 2022 and 71 closed out, a net change of +27 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q2 2022 was Meitav Investment House, an estimated $139M added.
- The largest Schwab US Dividend Equity ETF seller in Q2 2022 was Wealthfront Advisers, an estimated $39.1M sold.
Based on aggregated 13F filings for Q2 2022.