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Schwab US Dividend Equity ETF
SCHD

1,553 hedge funds and large institutions have $20.4B invested in Schwab US Dividend Equity ETF in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 664 increasing their positions, 554 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $116M | Put options by funds: $54M

20% more repeat investments, than reductions

Existing positions increased: 664 | Existing positions reduced: 554

9% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 98

1% less funds holding

Funds holding: 1,563 → 1,553 (-10)

1.25% less ownership

Funds ownership: 114.48% → 113.24% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 232 → 225 (-7)

5% less capital invested

Capital invested by funds: $21.5B → $20.4B (-$1.08B)

Holders
1,553
Holders Change
-10
Holders Change %
-0.64%
% of All Funds
22.43%
Holding in Top 10
225
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.02%
% of All Funds
3.25%
New
107
Increased
664
Reduced
554
Closed
98
Calls
$116M
Puts
$54M
Net Calls
+$61.9M
Net Calls Change
-$38.6M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$762M
2
SFC
Strategic Financial Concepts
Texas
+$239M
3
SLI
Sumitomo Life Insurance
Japan
+$205M
4
AAS
Avantax Advisory Services
Texas
+$38.8M
5
Bank of America
Bank of America
North Carolina
+$30.2M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$182M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$79.1M
3
Osaic Holdings
Osaic Holdings
Arizona
-$64.5M
4
Ameriprise
Ameriprise
Minnesota
-$42.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
CNB
626
Camden National Bank
Maine
$2.62M -$6.72K -258 -0.3%
ISWM
627
Independent Solutions Wealth Management
New York
$2.62M +$87.3K +3,354 +3%
SL
628
SFM LLC
New Hampshire
$2.61M +$215K +8,262 +9%
PWA
629
Pillar Wealth Advisors
Pennsylvania
$2.6M -$521K -20,001 -17%
CIA
630
Capital Investment Advisors
Georgia
$2.6M -$312K -11,997 -11%
FFA
631
Florida Financial Advisors
Florida
$2.58M +$226K +8,688 +10%
CFS
632
Coordinated Financial Services
Colorado
$2.57M +$23.4K +900 +0.9%
BWM
633
BCGM Wealth Management
Indiana
$2.56M -$292K -11,217 -10%
ZIG
634
Zullo Investment Group
Pennsylvania
$2.55M +$6.56K +252 +0.3%
ACG
635
Allen Capital Group
Nebraska
$2.53M – – –
GMA
636
Glassy Mountain Advisors
Maryland
$2.53M +$1.09K +42 +0%
KNFPWM
637
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.5M +$170K +6,540 +7%
LNWWM
638
Laird Norton Wetherby Wealth Management
California
$2.5M -$469 -18 -0%
PFS
639
Prospera Financial Services
Texas
$2.5M +$112K +4,317 +5%
VA
640
Vident Advisory
Georgia
$2.49M – – –
PBO
641
Peoples Bank (Ohio)
Ohio
$2.48M -$190K -7,284 -7%
WCG
642
Weaver Consulting Group
California
$2.47M +$39.1K +1,503 +2%
CPC
643
Consolidated Planning Corp
Georgia
$2.46M -$104K -3,987 -4%
CPRC
644
Consolidated Portfolio Review Corp
New York
$2.46M -$96K -3,687 -4%
AC
645
Abbrea Capital
California
$2.45M -$136K -5,211 -5%
CT
646
Caldwell Trust
Florida
$2.44M +$763K +29,307 +45%
MF
647
Montis Financial
Massachusetts
$2.44M +$988K +37,968 +68%
AMG
648
Advisors Management Group
Wisconsin
$2.42M +$54.4K +2,091 +2%
WF
649
Welch & Forbes
Massachusetts
$2.42M – – –
GAG
650
GM Advisory Group
New York
$2.41M -$437K -16,800 -15%
24 25
26
27 28

SCHD Hedge Fund Activity: Q2 2024 in Review

1,553 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2024, worth a combined $20.4B — down 5% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SCHD positions and 98 closed out — a net gain of 9 holders — while 664 added to existing stakes and 554 trimmed.

The largest buyer was Charles Schwab, adding an estimated $762M. The largest seller was JP Morgan Chase, cutting an estimated $182M.

  • 1,553 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2024, down from 1,563 in Q1 2024.
  • Funds reported $20.4B of Schwab US Dividend Equity ETF stock for Q2 2024, down 5% quarter-over-quarter.
  • 107 funds opened new Schwab US Dividend Equity ETF positions in Q2 2024 and 98 closed out, a net change of +9 holders.
  • The largest Schwab US Dividend Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $762M added.
  • The largest Schwab US Dividend Equity ETF seller in Q2 2024 was JP Morgan Chase, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2024.