Schwab US Dividend Equity ETF
SCHD
1,802 hedge funds and large institutions have $40.8B invested in Schwab US Dividend Equity ETF in 2024 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 842 increasing their positions, 539 reducing their positions, and 72 closing their positions.
296% more first-time investments, than exits
New positions opened: 285 | Existing positions closed: 72
85% more capital invested
Capital invested by funds: $22.1B → $40.8B (+$18.8B)
78% more call options, than puts
Call options by funds: $131M | Put options by funds: $73.3M
56% more repeat investments, than reductions
Existing positions increased: 842 | Existing positions reduced: 539
12% more funds holding in top 10
Funds holding in top 10: 239 → 267 (+28)
11% more funds holding
Funds holding: 1,625 → 1,802 (+177)
75.47% less ownership
Funds ownership: 110.3% → 34.83% (-75%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$779M |
| 2 |
IAS
IMA Advisory Services
Denver,
Colorado
|
+$76.4M |
| 3 |
Cerity Partners
New York
|
+$59.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$48.9M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSTA
Japan Science & Technology Agency
Tokyo,
Japan
|
-$219M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$98.2M |
| 3 |
Two Sigma Investments
New York
|
-$92M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$51.5M |
| 5 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
-$48.6M |
SCHD Hedge Fund Activity: Q4 2024 in Review
1,802 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2024, worth a combined $40.8B — up 85% from $22.1B a quarter earlier.
Buyers outnumbered sellers: 285 funds opened new SCHD positions and 72 closed out — a net gain of 213 holders — while 842 added to existing stakes and 539 trimmed.
The largest buyer was Bank of America, adding an estimated $779M. The largest seller was Japan Science & Technology Agency, exiting entirely with an estimated $219M sold.
- 1,802 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2024, up from 1,625 in Q3 2024.
- Funds reported $40.8B of Schwab US Dividend Equity ETF stock for Q4 2024, up 85% quarter-over-quarter.
- 285 funds opened new Schwab US Dividend Equity ETF positions in Q4 2024 and 72 closed out, a net change of +213 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2024 was Bank of America, an estimated $779M added.
- The largest Schwab US Dividend Equity ETF seller in Q4 2024 was Japan Science & Technology Agency, an estimated $219M sold.
Based on aggregated 13F filings for Q4 2024.