Schwab US Dividend Equity ETF
SCHD
1,563 hedge funds and large institutions have $21.5B invested in Schwab US Dividend Equity ETF in 2024 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 728 increasing their positions, 539 reducing their positions, and 83 closing their positions.
186% more call options, than puts
Call options by funds: $154M | Put options by funds: $54M
75% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 83
35% more repeat investments, than reductions
Existing positions increased: 728 | Existing positions reduced: 539
3% more funds holding
Funds holding: 1,523 → 1,563 (+40)
2% more capital invested
Capital invested by funds: $21.2B → $21.5B (+$322M)
6% less funds holding in top 10
Funds holding in top 10: 246 → 232 (-14)
7.26% less ownership
Funds ownership: 121.74% → 114.48% (-7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$257M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$98.4M |
| 3 |
D
Diversified
Wilmington,
Delaware
|
+$72.7M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$56.5M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$46.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$574M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$498M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$186M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$93.7M |
| 5 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$77.6M |
SCHD Hedge Fund Activity: Q1 2024 in Review
1,563 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q1 2024, worth a combined $21.5B — up 1.5% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new SCHD positions and 83 closed out — a net gain of 62 holders — while 728 added to existing stakes and 539 trimmed.
The largest buyer was Sumitomo Life Insurance, adding an estimated $257M. The largest seller was Morgan Stanley, cutting an estimated $574M.
- 1,563 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q1 2024, up from 1,523 in Q4 2023.
- Funds reported $21.5B of Schwab US Dividend Equity ETF stock for Q1 2024, up 1.5% quarter-over-quarter.
- 145 funds opened new Schwab US Dividend Equity ETF positions in Q1 2024 and 83 closed out, a net change of +62 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q1 2024 was Sumitomo Life Insurance, an estimated $257M added.
- The largest Schwab US Dividend Equity ETF seller in Q1 2024 was Morgan Stanley, an estimated $574M sold.
Based on aggregated 13F filings for Q1 2024.