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Schwab US Dividend Equity ETF
SCHD

1,563 hedge funds and large institutions have $21.5B invested in Schwab US Dividend Equity ETF in 2024 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 728 increasing their positions, 539 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $154M | Put options by funds: $54M

75% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 83

35% more repeat investments, than reductions

Existing positions increased: 728 | Existing positions reduced: 539

3% more funds holding

Funds holding: 1,523 → 1,563 (+40)

2% more capital invested

Capital invested by funds: $21.2B → $21.5B (+$322M)

6% less funds holding in top 10

Funds holding in top 10: 246 → 232 (-14)

7.26% less ownership

Funds ownership: 121.74% → 114.48% (-7.3%)

Holders
1,563
Holders Change
+40
Holders Change %
+2.63%
% of All Funds
22.52%
Holding in Top 10
232
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.69%
% of All Funds
3.34%
New
145
Increased
728
Reduced
539
Closed
83
Calls
$154M
Puts
$54M
Net Calls
+$100M
Net Calls Change
+$22.8M

Top Buyers

Rank Fund Capital Flow
1
SLI
Sumitomo Life Insurance
Japan
+$257M
2
CAM
Cresset Asset Management
Illinois
+$98.4M
3
D
Diversified
Delaware
+$72.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$56.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$46.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$574M
2
Bank of America
Bank of America
North Carolina
-$498M
3
MFG
Merit Financial Group
Georgia
-$186M
4
Ameriprise
Ameriprise
Minnesota
-$93.7M
5
GBWM
Granite Bay Wealth Management
New Hampshire
-$77.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
51
Cetera Advisor Networks
California
$70.7M +$17.3M +670,251 +34%
AAS
52
Ameritas Advisory Services
Nebraska
$69.8M +$23.7M +918,387 +53%
S
53
Syntrinsic
Colorado
$68.1M +$1.09M +42,345 +2%
VA
54
Valmark Advisers
Ohio
$66.3M +$4.2M +162,735 +7%
BFG
55
Bouchey Financial Group
New York
$65.6M +$3.78M +146,268 +6%
CA
56
Cetera Advisors
Colorado
$65.1M +$21M +811,950 +50%
HI
57
Harbour Investments
Wisconsin
$62.1M +$3.37M +130,443 +6%
CFO
58
CVA Family Office
Colorado
$59.8M +$862K +33,348 +2%
BFG
59
Berger Financial Group
Minnesota
$57M +$25.3M +978,168 +86%
FT
60
Fiduciary Trust
Massachusetts
$55.6M -$28M -1,084,635 -34%
CFS
61
CGC Financial Services
Oregon
$54.8M +$5.11M +197,715 +11%
MFG
62
Merit Financial Group
Georgia
$53.6M -$186M -7,188,729 -78%
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$53.2M -$1.29M -49,881 -2%
MAM
64
Marquette Asset Management
Minnesota
$52.8M -$3.08M -119,067 -6%
PA
65
Pinnacle Associates
New York
$51.8M +$598K +23,160 +1%
HFS
66
Howard Financial Services
Texas
$48.6M -$413K -15,999 -0.9%
SPIA
67
Steward Partners Investment Advisory
New York
$48.2M +$14.9M +577,986 +48%
PAG
68
Private Advisor Group
New Jersey
$47.5M -$2.81M -108,678 -6%
RWP
69
Reliant Wealth Planning
Kentucky
$47.4M +$3.43M +132,702 +8%
SAM
70
Summit Asset Management
Tennessee
$46.9M +$1.33M +51,594 +3%
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$45.7M -$2.2M -85,311 -5%
KBFS
72
Kohmann Bosshard Financial Services
Ohio
$45.5M -$4.28M -165,630 -9%
ETS
73
ESL Trust Services
New York
$45.2M +$6.27M +242,739 +17%
SFWA
74
Summit Financial Wealth Advisors
Louisiana
$43.4M +$29.8M +1,152,537 +250%
SAM
75
Securian Asset Management
Minnesota
$42.5M – – –
1 2
3
4 5

SCHD Hedge Fund Activity: Q1 2024 in Review

1,563 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q1 2024, worth a combined $21.5B — up 1.5% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new SCHD positions and 83 closed out — a net gain of 62 holders — while 728 added to existing stakes and 539 trimmed.

The largest buyer was Sumitomo Life Insurance, adding an estimated $257M. The largest seller was Morgan Stanley, cutting an estimated $574M.

  • 1,563 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q1 2024, up from 1,523 in Q4 2023.
  • Funds reported $21.5B of Schwab US Dividend Equity ETF stock for Q1 2024, up 1.5% quarter-over-quarter.
  • 145 funds opened new Schwab US Dividend Equity ETF positions in Q1 2024 and 83 closed out, a net change of +62 holders.
  • The largest Schwab US Dividend Equity ETF buyer in Q1 2024 was Sumitomo Life Insurance, an estimated $257M added.
  • The largest Schwab US Dividend Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $574M sold.

Based on aggregated 13F filings for Q1 2024.