Schwab US Dividend Equity ETF
SCHD
1,523 hedge funds and large institutions have $21.2B invested in Schwab US Dividend Equity ETF in 2023 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 594 increasing their positions, 578 reducing their positions, and 62 closing their positions.
266% more first-time investments, than exits
New positions opened: 227 | Existing positions closed: 62
129% more call options, than puts
Call options by funds: $138M | Put options by funds: $60M
10% more funds holding
Funds holding: 1,379 → 1,523 (+144)
9% more capital invested
Capital invested by funds: $19.3B → $21.2B (+$1.83B)
3% more funds holding in top 10
Funds holding in top 10: 239 → 246 (+7)
3% more repeat investments, than reductions
Existing positions increased: 594 | Existing positions reduced: 578
0.04% more ownership
Funds ownership: 121.71% → 121.74% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$601M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$316M |
| 3 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$214M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$96.4M |
| 5 |
JSTA
Japan Science & Technology Agency
Tokyo,
Japan
|
+$69.3M |
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
1,523 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q4 2023, worth a combined $21.2B — up 9.5% from $19.3B a quarter earlier.
Buyers outnumbered sellers: 227 funds opened new SCHD positions and 62 closed out — a net gain of 165 holders — while 594 added to existing stakes and 578 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $601M. The largest seller was Strategic Investment Solutions, cutting an estimated $513M.
- 1,523 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q4 2023, up from 1,379 in Q3 2023.
- Funds reported $21.2B of Schwab US Dividend Equity ETF stock for Q4 2023, up 9.5% quarter-over-quarter.
- 227 funds opened new Schwab US Dividend Equity ETF positions in Q4 2023 and 62 closed out, a net change of +165 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $601M 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.