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Schwab US Dividend Equity ETF
SCHD

1,625 hedge funds and large institutions have $22.1B invested in Schwab US Dividend Equity ETF in 2024 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 810 increasing their positions, 497 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 60

70% more call options, than puts

Call options by funds: $160M | Put options by funds: $94M

63% more repeat investments, than reductions

Existing positions increased: 810 | Existing positions reduced: 497

8% more capital invested

Capital invested by funds: $20.4B → $22.1B (+$1.65B)

6% more funds holding in top 10

Funds holding in top 10: 225 → 239 (+14)

5% more funds holding

Funds holding: 1,553 → 1,625 (+72)

2.94% less ownership

Funds ownership: 113.24% → 110.3% (-2.9%)

Holders
1,625
Holders Change
+72
Holders Change %
+4.64%
% of All Funds
23.33%
Holding in Top 10
239
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+6.22%
% of All Funds
3.43%
New
158
Increased
810
Reduced
497
Closed
60
Calls
$160M
Puts
$94M
Net Calls
+$65.9M
Net Calls Change
+$4M

Top Buyers

Rank Fund Capital Flow
1
JSTA
Japan Science & Technology Agency
Japan
+$133M
2
Two Sigma Investments
Two Sigma Investments
New York
+$76.7M
3
SA
Sanctuary Advisors
Indiana
+$50.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$49.1M
5
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
+$43.5M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$791M
2
SFC
Strategic Financial Concepts
Texas
-$251M
3
APP
Avantax Planning Partners
Iowa
-$38.2M
4
Ameriprise
Ameriprise
Minnesota
-$29.7M
5
LFS
Legacy Financial Strategies
Kansas
-$28.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAG
651
RIA Advisory Group
Iowa
$2.72M +$2.63M +96,648 New
KNFPWM
652
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.69M -$26.8K -984 -1%
AMG
653
Advisors Management Group
Wisconsin
$2.69M +$57K +2,094 +2%
RFA
654
Register Financial Advisors
Georgia
$2.69M +$157K +5,760 +6%
WCG
655
Weaver Consulting Group
California
$2.68M – – –
BI
656
Beckerman Institutional
New Jersey
$2.66M +$2.58M +94,551 New
VA
657
Vident Advisory
Georgia
$2.66M -$42.3K -1,551 -2%
CT
658
Caldwell Trust
Florida
$2.65M -$5.8K -213 -0.2%
CFO
659
Collective Family Office
Pennsylvania
$2.64M +$184K +6,765 +8%
PFS
660
Prospera Financial Services
Texas
$2.64M -$71K -2,607 -3%
SW
661
Simplicity Wealth
New Jersey
$2.64M -$890K -32,676 -26%
WF
662
Welch & Forbes
Massachusetts
$2.63M – – –
ACG
663
Allen Capital Group
Nebraska
$2.63M -$118K -4,317 -4%
FWM
664
FMA Wealth Management
Massachusetts
$2.63M +$102K +3,729 +4%
MCM
665
Mengis Capital Management
Oregon
$2.63M +$208K +7,626 +9%
CPRC
666
Consolidated Portfolio Review Corp
New York
$2.62M -$51.6K -1,893 -2%
Betterment LLC
667
Betterment LLC
New York
$2.62M +$591K +21,687 +30%
BWM
668
BCGM Wealth Management
Indiana
$2.61M -$162K -5,937 -6%
OPWM
669
Oxinas Partners Wealth Management
Indiana
$2.61M +$1.71M +62,805 +210%
BWA
670
Beam Wealth Advisors
Louisiana
$2.6M +$35.1K +1,287 +1%
BSB
671
Bangor Savings Bank
Maine
$2.59M -$7.68K -282 -0.3%
AQR Capital Management
672
AQR Capital Management
Connecticut
$2.58M +$1.57M +57,615 +170%
CW
673
CreativeOne Wealth
Kansas
$2.58M +$43.2K +1,587 +2%
CAMV
674
Concord Asset Management (Virginia)
Virginia
$2.57M -$722K -26,514 -23%
CA
675
Crewe Advisors
Utah
$2.56M +$72.7K +2,667 +3%
25 26
27
28 29

SCHD Hedge Fund Activity: Q3 2024 in Review

1,625 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2024, worth a combined $22.1B — up 8.1% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new SCHD positions and 60 closed out — a net gain of 98 holders — while 810 added to existing stakes and 497 trimmed.

The largest buyer was Japan Science & Technology Agency, adding an estimated $133M. The largest seller was Charles Schwab, exiting entirely with an estimated $791M sold.

  • 1,625 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2024, up from 1,553 in Q2 2024.
  • Funds reported $22.1B of Schwab US Dividend Equity ETF stock for Q3 2024, up 8.1% quarter-over-quarter.
  • 158 funds opened new Schwab US Dividend Equity ETF positions in Q3 2024 and 60 closed out, a net change of +98 holders.
  • The largest Schwab US Dividend Equity ETF buyer in Q3 2024 was Japan Science & Technology Agency, an estimated $133M added.
  • The largest Schwab US Dividend Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $791M sold.

Based on aggregated 13F filings for Q3 2024.