We are live on ! Find out more
SCHD icon

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
OC
951
Oarsman Capital
Wisconsin
$827K -$134K -5,178 -14%
SP
952
Stonebrook Private
Michigan
$826K +$119K +4,623 +18%
SC
953
Stephens Consulting
Michigan
$825K -$13.6K -528 -2%
PPWM
954
Perissos Private Wealth Management
Oklahoma
$823K +$791K +30,612 New
AWA
955
Arete Wealth Advisors
Illinois
$821K -$197K -7,620 -20%
DFG
956
Demars Financial Group
Washington
$820K +$788K +30,519 New
CHJWM
957
Carlton Hofferkamp & Jenks Wealth Management
Texas
$817K -$15.1K -585 -2%
SA
958
Sunesis Advisors
Kansas
$817K +$785K +30,399 New
CBC
959
Coombe, Bender & Co
New York
$817K -$46.1K -1,785 -6%
WA
960
Wealth Alliance
New York
$811K +$3.88K +150 +0.5%
HT
961
Heritage Trust
Oklahoma
$806K -$775K -30,000 -50%
AA
962
Ancora Advisors
Ohio
$804K +$39.1K +1,512 +5%
AFO
963
Allie Family Office
Florida
$804K – – –
ACM
964
AUA Capital Management
Pennsylvania
$797K +$766K +29,664 New
HP
965
Holistic Planning
Texas
$796K -$408K -15,807 -35%
BCM
966
Brasada Capital Management
Texas
$794K – – –
BAM
967
Bellevue Asset Management
Washington
$793K +$930 +36 +0.1%
FRA
968
Front Row Advisors
California
$793K +$8.45K +327 +1%
SAM
969
SignalPoint Asset Management
Missouri
$793K +$1.16K +45 +0.2%
LC
970
Landaas & Company
Wisconsin
$793K – – –
GWM
971
Greenhouse Wealth Management
Connecticut
$788K -$23.5K -909 -3%
SA
972
Strategic Advisors
New York
$784K +$78 +3 +0%
CFP
973
Cascade Financial Partners
California
$784K +$791K +30,618 New
CPA
974
Clear Point Advisors
New York
$784K +$7.67K +297 +1%
CWM
975
Connecticut Wealth Management
Connecticut
$780K – – –
37 38
39
40 41

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.