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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSTA
Japan Science & Technology Agency
Tokyo,
Japan
|
+$133M |
| 2 |
Two Sigma Investments
New York
|
+$76.7M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$50.5M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$49.1M |
| 5 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$43.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$791M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$251M |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$38.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$29.7M |
| 5 |
LFS
Legacy Financial Strategies
Overland Park,
Kansas
|
-$28.1M |
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.