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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$762M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$239M |
| 3 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$205M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$38.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$182M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$79.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$64.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$42.7M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$36M |
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.