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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
LFS
76
Legacy Financial Strategies
Kansas
$39.6M -$30.1K -1,155 -0.1%
PAG
77
Private Advisor Group
New Jersey
$39.2M -$6.66M -255,669 -14%
HWM
78
HB Wealth Management
Georgia
$38.9M -$124K -4,770 -0.3%
BFS
79
Burkett Financial Services
South Carolina
$38.7M +$188K +7,239 +0.5%
MSFS
80
Main Street Financial Solutions
Pennsylvania
$37.7M +$2.11M +80,898 +6%
TLFA
81
True Link Financial Advisors
California
$37.4M +$1.16M +44,721 +3%
AWC
82
Adamsbrown Wealth Consultants
Kansas
$37.3M +$1.25M +47,856 +3%
CWM
83
Cedar Wealth Management
California
$36M +$839K +32,217 +2%
BPA
84
Beacon Pointe Advisors
California
$35.5M -$1.92M -73,950 -5%
AWS
85
Atria Wealth Solutions
New York
$35.3M +$1.05M +40,230 +3%
BF
86
BOK Financial
Oklahoma
$35.3M +$2.82M +108,465 +9%
MFG
87
Merit Financial Group
Georgia
$35.3M -$18.3M -701,586 -34%
RCM
88
Richardson Capital Management
Wisconsin
$34.9M +$1.24M +47,649 +4%
EA
89
Evergreen Advisors
Tennessee
$34.6M +$1.24M +47,727 +4%
WA
90
Waverly Advisors
Alabama
$34.5M +$4.16M +159,936 +14%
CPG
91
Cornerstone Planning Group
New Jersey
$34.3M +$1.71M +65,856 +5%
NA
92
NewEdge Advisors
Louisiana
$34.1M +$3.54M +136,164 +12%
VFG
93
Victory Financial Group
Texas
$33.8M +$3.19M +122,457 +10%
OWM
94
Olympus Wealth Management
Utah
$33.4M +$15M +576,477 +81%
EH
95
Equitable Holdings
New York
$33.4M +$2.02M +77,568 +6%
SCM
96
Steele Capital Management
Iowa
$33.4M -$1.05M -40,221 -3%
WAP
97
Wealthcare Advisory Partners
Pennsylvania
$33.4M -$1.19M -45,642 -3%
FFS
98
Founders Financial Securities
Maryland
$32.8M +$293K +11,256 +0.9%
AssetMark Inc
99
AssetMark Inc
California
$32.6M +$26M +998,496 +385%
VVP
100
Venture Visionary Partners
Ohio
$32.5M -$278K -10,662 -0.8%
2 3
4
5 6

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.