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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
FMWA
1326
Forvis Mazars Wealth Advisors
Missouri
$283K +$30.9K +1,134 +13%
MCWA
1327
Meadow Creek Wealth Advisors
Georgia
$282K – – –
SNBOSCI
1328
Security National Bank of Sioux City Iowa
Iowa
$282K – – –
TWA
1329
TCI Wealth Advisors
Arizona
$282K +$272K +10,002 New
BFA
1330
Beacon Financial Advisory
Ohio
$282K +$272K +9,993 New
WA
1331
Waterford Advisors
New York
$281K – – –
SIC
1332
Samalin Investment Counsel
New York
$279K +$13.2K +486 +5%
DW30
1333
Drucker Wealth 3.0
New Jersey
$279K -$15.3K -561 -5%
GWP
1334
Gateway Wealth Partners
Wisconsin
$278K +$269K +9,882 New
CC
1335
Callan Capital
California
$278K -$264K -9,678 -49%
FFA
1336
Fi3 Financial Advisors
Indiana
$278K +$269K +9,873 New
RWRC
1337
R.W. Roge & Company
New York
$277K +$18.4K +675 +7%
UF
1338
Univest Financial
Pennsylvania
$277K +$268K +9,822 New
SFP
1339
Strategic Financial Partners
Oregon
$276K +$5.15K +189 +2%
C
1340
Certuity
Florida
$276K -$562K -20,637 -68%
GI
1341
GAMMA Investing
California
$275K +$96.3K +3,534 +57%
GC
1342
GFG Capital
Florida
$275K – – –
RBCM
1343
Raub Brock Capital Management
California
$274K +$5.07K +186 +2%
CP
1344
Creekside Partners
California
$274K +$1.88K +69 +0.7%
PAA
1345
Peregrine Asset Advisers
Oregon
$274K – – –
MCM
1346
Mainstream Capital Management
California
$273K +$264K +9,693 New
SAG
1347
SageView Advisory Group
California
$272K -$6.95K -255 -3%
FC
1348
Forte Capital
New York
$272K -$292K -10,701 -53%
MSG
1349
Main Street Group
Virginia
$271K +$2.21K +81 +0.8%
WWM
1350
Wolff Wiese Magana
California
$270K +$18K +660 +7%
52 53
54
55 56

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.