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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
1,563
Holders Change
+40
Holders Change %
+2.63%
% of All Funds
22.52%
Holding in Top 10
232
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-5.69%
% of All Funds
3.34%
New
145
Increased
728
Reduced
539
Closed
83
Calls
$154M
Puts
$54M
Net Calls
+$100M
Net Calls Change
+$22.8M

Top Buyers

Rank Fund Capital Flow
1
SLI
Sumitomo Life Insurance
Japan
+$257M
2
CAM
Cresset Asset Management
Illinois
+$98.4M
3
D
Diversified
Delaware
+$72.7M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$56.5M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$46.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$574M
2
Bank of America
Bank of America
North Carolina
-$498M
3
MFG
Merit Financial Group
Georgia
-$186M
4
Ameriprise
Ameriprise
Minnesota
-$93.7M
5
GBWM
Granite Bay Wealth Management
New Hampshire
-$77.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1601
LifePro Asset Management
California
– -$315K -12,411 Closed
AA
1602
ACT Advisors
North Carolina
– -$310K -12,216 Closed
CW
1603
Connectus Wealth
Ohio
– -$307K -12,099 Closed
IP
1604
Ignite Planners
California
– -$290K -11,328 Closed
WCM
1605
Washburn Capital Management
Florida
– -$285K -11,235 Closed
APWA
1606
Atlas Private Wealth Advisors
New Jersey
– -$281K -11,064 Closed
PWG
1607
Portside Wealth Group
Utah
– -$273K -10,746 Closed
DIA
1608
Dana Investment Advisors
Wisconsin
– -$268K -10,554 Closed
CC
1609
Cadinha & Co
Hawaii
– -$244K -9,600 Closed
MAG
1610
MRA Advisory Group
New Jersey
– -$240K -9,474 Closed
LFA
1611
Laraway Financial Advisors
Minnesota
– -$236K -9,288 Closed
SCM
1612
Seascape Capital Management
New Hampshire
– -$234K -9,225 Closed
KV
1613
Kickstand Ventures
New York
– -$232K -9,141 Closed
TCMP
1614
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$229K -9,036 Closed
SFP
1615
Sandbox Financial Partners
Maryland
– -$222K -8,757 Closed
HGWM
1616
Horst & Graben Wealth Management
Oregon
– -$219K -8,640 Closed
Principal Financial Group
1617
Principal Financial Group
Iowa
– -$216K -8,520 Closed
EHWM
1618
Eads & Heald Wealth Management
Georgia
– -$215K -8,490 Closed
DIM
1619
Delta Investment Management
California
– -$214K -8,439 Closed
JAG
1620
Journey Advisory Group
Kentucky
– -$208K -8,211 Closed
ITB
1621
Idaho Trust Bank
Idaho
– -$207K -8,154 Closed
FWM
1622
Fortress Wealth Management
California
– -$200K -7,902 Closed
FWM
1623
FSA Wealth Management
Massachusetts
– -$184K -7,266 Closed
Simplex Trading
1624
Simplex Trading
Illinois
– -$135K -5,340 Closed
GKIM
1625
GW&K Investment Management
Massachusetts
– -$124K -4,875 Closed
62 63 64
65
66

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.