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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
CWAF
826
Core Wealth Advisors (Florida)
Florida
$1.38M +$80.6K +2,958 +6%
RFN
827
RDA Financial Network
Iowa
$1.38M +$34.2K +1,254 +3%
CIA
828
Compass Ion Advisors
Pennsylvania
$1.38M +$1.33M +48,903 New
RW
829
Rockport Wealth
Ohio
$1.38M -$227K -8,322 -15%
GWMI
830
Guardian Wealth Management (Illinois)
Illinois
$1.37M +$373K +13,692 +39%
SWM
831
Sagace Wealth Management
Florida
$1.37M +$2.59M +95,016 +196%
WP
832
Wealthspan Partners
Iowa
$1.35M +$903K +33,156 +222%
RCWM
833
Royal Capital Wealth Management
Indiana
$1.34M +$5.07K +186 +0.4%
TWM
834
Thrive Wealth Management
Pennsylvania
$1.33M +$22.5K +825 +2%
TNBTD
835
Trustmark National Bank Trust Department
Mississippi
$1.33M +$146K +5,373 +13%
GI
836
Gradient Investments
Minnesota
$1.31M -$234K -8,577 -16%
VWM
837
Valley Wealth Managers
New Jersey
$1.31M +$525K +19,278 +71%
RGF
838
Retirement Guys Formula
Ohio
$1.31M -$4.9K -180 -0.4%
BCMO
839
Buckingham Capital Management (Ohio)
Ohio
$1.31M -$4.74K -174 -0.4%
WCM
840
WealthBridge Capital Management
Ohio
$1.3M +$45K +1,650 +4%
QCM
841
QRG Capital Management
Illinois
$1.3M +$63.1K +2,316 +5%
FFA
842
Founders Financial Alliance
North Carolina
$1.3M +$4.09K +150 +0.3%
AL
843
Aspiriant LLC
California
$1.29M -$11.6K -426 -0.9%
WMA
844
West Michigan Advisors
Michigan
$1.29M +$93.1K +3,417 +8%
MWM
845
MBE Wealth Management
Wisconsin
$1.28M -$47.3K -1,737 -4%
EFG
846
Ehrlich Financial Group
California
$1.28M +$46.7K +1,716 +4%
AFP
847
Alpha Financial Partners
Kentucky
$1.28M +$1.24M +45,549 New
BTWM
848
Baker Tilly Wealth Management
Wisconsin
$1.27M +$28K +1,029 +2%
First Manhattan
849
First Manhattan
New York
$1.27M – – –
JIC
850
Joel Isaacson & Co
New York
$1.27M +$53.3K +1,956 +5%
32 33
34
35 36

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.