Schwab US Dividend Equity ETF
SCHD
1,163 hedge funds and large institutions have $14B invested in Schwab US Dividend Equity ETF in 2022 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 643 increasing their positions, 299 reducing their positions, and 97 closing their positions.
434% more capital inflows, than outflows
Capital inflows: $2B | Capital outflows: $375M
130% more call options, than puts
Call options by funds: $53.2M | Put options by funds: $23.1M
115% more repeat investments, than reductions
Existing positions increased: 643 | Existing positions reduced: 299
4% more funds holding in top 10
Funds holding in top 10: 206 → 215 (+9)
0.12% more ownership
Funds ownership: 39.58% → 39.7% (+0.12%)
4% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 97
2% less funds holding
Funds holding: 1,185 → 1,163 (-22)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Merit Financial Group
Alpharetta,
Georgia
|
+$99.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$92M |
| 3 |
RegentAtlantic Capital
Morristown,
New Jersey
|
+$87.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$84M |
| 5 |
Morgan Stanley
New York
|
+$78.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$55.7M |
| 2 |
Curi RMB Capital
Chicago,
Illinois
|
-$51.1M |
| 3 |
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$17.8M |
| 4 |
Madison Asset Management
Madison,
Wisconsin
|
-$17.7M |
| 5 |
Avantax Planning Partners
Dubuque,
Iowa
|
-$14.5M |
SCHD Hedge Fund Activity: Q3 2022 in Review
1,163 of the 5,833 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2022, worth a combined $14B — up 3% from $13.6B a quarter earlier.
Sellers outnumbered buyers: 97 funds closed out of SCHD and 93 opened new positions — a net loss of 4 holders — while 299 trimmed existing stakes and 643 added.
The largest buyer was Merit Financial Group, adding an estimated $99.3M. The largest seller was JP Morgan Chase, cutting an estimated $55.7M.
- 1,163 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2022, down from 1,185 in Q2 2022.
- Funds reported $14B of Schwab US Dividend Equity ETF stock for Q3 2022, up 3% quarter-over-quarter.
- 93 funds opened new Schwab US Dividend Equity ETF positions in Q3 2022 and 97 closed out, a net change of -4 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q3 2022 was Merit Financial Group, an estimated $99.3M added.
- The largest Schwab US Dividend Equity ETF seller in Q3 2022 was JP Morgan Chase, an estimated $55.7M sold.
Based on aggregated 13F filings for Q3 2022.