Schwab US Dividend Equity ETF
SCHD
1,526 hedge funds and large institutions have $20.5B invested in Schwab US Dividend Equity ETF in 2023 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 597 increasing their positions, 577 reducing their positions, and 63 closing their positions.
262% more first-time investments, than exits
New positions opened: 228 | Existing positions closed: 63
129% more call options, than puts
Call options by funds: $138M | Put options by funds: $60M
10% more funds holding
Funds holding: 1,382 → 1,526 (+144)
6% more capital invested
Capital invested by funds: $19.2B → $20.5B (+$1.22B)
3% more funds holding in top 10
Funds holding in top 10: 239 → 246 (+7)
3% more repeat investments, than reductions
Existing positions increased: 597 | Existing positions reduced: 577
3.52% less ownership
Funds ownership: 121.26% → 117.74% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$316M |
| 2 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$214M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$96.4M |
| 4 |
JSTA
Japan Science & Technology Agency
Tokyo,
Japan
|
+$69.3M |
| 5 |
DP
DDD Partners
Bellevue,
Washington
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$513M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
-$179M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$87.1M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$77.4M |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
-$69.6M |
SCHD Hedge Fund Activity: Q4 2023 in Review
1,526 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2023, worth a combined $20.5B — up 6.3% from $19.2B a quarter earlier.
Buyers outnumbered sellers: 228 funds opened new SCHD positions and 63 closed out — a net gain of 165 holders — while 597 added to existing stakes and 577 trimmed.
The largest buyer was Bank of America, adding an estimated $316M. The largest seller was Strategic Investment Solutions, cutting an estimated $513M.
- 1,526 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2023, up from 1,382 in Q3 2023.
- Funds reported $20.5B of Schwab US Dividend Equity ETF stock for Q4 2023, up 6.3% quarter-over-quarter.
- 228 funds opened new Schwab US Dividend Equity ETF positions in Q4 2023 and 63 closed out, a net change of +165 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2023 was Bank of America, an estimated $316M added.
- The largest Schwab US Dividend Equity ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $513M sold.
Based on aggregated 13F filings for Q4 2023.