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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
NMG
1601
New Millennium Group
Utah
$4.24K – – –
FFA
1602
Frazier Financial Advisors
Ohio
$4.23K – – –
CCC
1603
Chelsea Counsel Company
California
$4.23K +$4.09K +150 New
SFCL
1604
Strengthening Families & Communities LLC
Massachusetts
$4.15K +$3.51K +129 +717%
PA
1605
Pineridge Advisors
Missouri
$4.09K -$13.2K -486 -77%
AFS
1606
Annapolis Financial Services
Maryland
$4.06K – – –
SN
1607
Sittner & Nelson
Oregon
$4.06K – – –
FPF
1608
First Pacific Financial
Washington
$3.47K +$3.35K +123 New
GM
1609
GeoWealth Management
Illinois
$2.63K +$2.53K +93 New
TC
1610
Truvestments Capital
Florida
$2.62K +$2.53K +93 New
AWM
1611
Angeles Wealth Management
California
$2.54K – – –
PWMG
1612
Private Wealth Management Group
New Jersey
$2.38K – – –
FAM
1613
Flaharty Asset Management
Florida
$2.11K +$2.04K +75 New
CJH
1614
Christopher J. Hasenberg
Wisconsin
$1.94K – – –
BMC
1615
Bear Mountain Capital
Washington
$1.71K -$29.8K -1,095 -86%
MWM
1616
Mascoma Wealth Management
New Hampshire
$1.69K +$1.64K +60 New
GCM
1617
Gables Capital Management
Florida
$1.63K +$4.74K +174 New
SHF
1618
Safe Harbor Fiduciary
Florida
$1.61K +$1.55K +57 New
NRG
1619
Nemes Rush Group
Michigan
$1.29K +$1.31K +48 New
UIA
1620
Ulland Investment Advisors
Minnesota
$1K -$96.4K -3,540 -99%
TFA
1621
Transamerica Financial Advisors
Florida
$1K -$21.1K -774 -96%
POIA
1622
Pin Oak Investment Advisors
Texas
$1K +$1.23K +45 New
HWM
1623
Hemington Wealth Management
Virginia
$1K +$4.41K +162 New
FG
1624
Fairman Group
Pennsylvania
$593 – – –
HFS
1625
Horizon Financial Services
North Carolina
$462 – – –
63 64
65
66 67

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.