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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
FA
1301
Flagstar Advisors
New York
$303K -$981 -36 -0.3%
TH
1302
Team Hewins
California
$303K – – –
CAL
1303
Capital Advisors Ltd
Ohio
$302K – – –
CGA
1304
Crescent Grove Advisors
Illinois
$302K +$1.55K +57 +0.5%
TWM
1305
Tanglewood Wealth Management
Texas
$301K – – –
CPA
1306
Cardiff Park Advisors
California
$297K +$190K +6,960 +194%
MFC
1307
Morris Financial Concepts
South Carolina
$297K – – –
FFG
1308
Frisch Financial Group
New York
$297K +$287K +10,551 New
BHWM
1309
Bar Harbor Wealth Management
New Hampshire
$296K -$40.9K -1,500 -13%
DAM
1310
Delta Asset Management
Tennessee
$296K -$82 -3 -0%
HAM
1311
Harmony Asset Management
Arizona
$295K +$9.64K +354 +3%
TC
1312
Tenret Company
Florida
$294K -$1.06K -39 -0.4%
JHCP
1313
Jackson Hole Capital Partners
Oklahoma
$292K – – –
ERIC
1314
Eagle Rock Investment Company
Georgia
$290K +$26.8K +984 +11%
OCM
1315
Objective Capital Management
Ohio
$290K +$280K +10,281 New
FAIM
1316
Financial Advocates Investment Management
Washington
$289K +$27.3K +1,002 +10%
HAC
1317
Harbor Advisory Corp
New Hampshire
$288K – – –
FWP
1318
Firethorn Wealth Partners
Georgia
$287K +$278K +10,191 New
DWM
1319
Drive Wealth Management
Utah
$286K +$277K +10,164 New
HIA
1320
Harbor Investment Advisory
Maryland
$286K +$74.8K +2,745 +37%
NEWAS
1321
N.E.W. Advisory Services
Wisconsin
$286K +$276K +10,149 New
AIM
1322
Acropolis Investment Management
Missouri
$285K – – –
WFA
1323
West Financial Advisors
Iowa
$283K – – –
CFG
1324
Copley Financial Group
California
$283K +$274K +10,059 New
GWMR
1325
GC Wealth Management RIA
Massachusetts
$283K – – –
51 52
53
54 55

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.