Schwab US Dividend Equity ETF
SCHD
1,379 hedge funds and large institutions have $19.3B invested in Schwab US Dividend Equity ETF in 2023 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 675 increasing their positions, 469 reducing their positions, and 77 closing their positions.
65% more call options, than puts
Call options by funds: $89.6M | Put options by funds: $54.3M
44% more repeat investments, than reductions
Existing positions increased: 675 | Existing positions reduced: 469
34% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 77
3.66% more ownership
Funds ownership: 118.04% → 121.71% (+3.7%)
3% more capital invested
Capital invested by funds: $18.8B → $19.3B (+$562M)
1% more funds holding in top 10
Funds holding in top 10: 237 → 239 (+2)
0% more funds holding
Funds holding: 1,373 → 1,379 (+6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$534M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$136M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$119M |
| 4 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$74.4M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$54.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$100M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$61.1M |
| 3 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$53.3M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$49.6M |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
-$30.4M |
SCHD Hedge Fund Activity: Q3 2023 in Review
1,379 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2023, worth a combined $19.3B — up 3% from $18.8B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new SCHD positions and 77 closed out — a net gain of 26 holders — while 675 added to existing stakes and 469 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $534M. The largest seller was Ameriprise, cutting an estimated $100M.
- 1,379 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2023, up from 1,373 in Q2 2023.
- Funds reported $19.3B of Schwab US Dividend Equity ETF stock for Q3 2023, up 3% quarter-over-quarter.
- 103 funds opened new Schwab US Dividend Equity ETF positions in Q3 2023 and 77 closed out, a net change of +26 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $534M added.
- The largest Schwab US Dividend Equity ETF seller in Q3 2023 was Ameriprise, an estimated $100M sold.
Based on aggregated 13F filings for Q3 2023.