Schwab US Dividend Equity ETF
SCHD
1,567 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 146 funds opening new positions, 731 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
76% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 83
36% more repeat investments, than reductions
Existing positions increased: 731 | Existing positions reduced: 539
5% more capital invested
Capital invested by funds: $20.5B → $21.5B (+$1.03B)
3% more funds holding
Funds holding: 1,526 → 1,567 (+41)
3.17% less ownership
Funds ownership: 117.74% → 114.56% (-3.2%)
6% less funds holding in top 10
Funds holding in top 10: 246 → 232 (-14)
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 |
Morgan Stanley
New York
|
+$67.5M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$56.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$498M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$186M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$93.7M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$61.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$51M |
SCHD Hedge Fund Activity: Q1 2024 in Review
1,567 of the 6,958 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 5% from $20.5B a quarter earlier.
Buyers outnumbered sellers: 146 funds opened new SCHD positions and 83 closed out — a net gain of 63 holders — while 731 added to existing stakes and 539 trimmed.
The largest buyer was Sumitomo Life Insurance, adding an estimated $257M. The largest seller was Bank of America, cutting an estimated $498M.
- 1,567 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q1 2024, up from 1,526 in Q4 2023.
- Funds reported $21.5B of Schwab US Dividend Equity ETF stock for Q1 2024, up 5% quarter-over-quarter.
- 146 funds opened new Schwab US Dividend Equity ETF positions in Q1 2024 and 83 closed out, a net change of +63 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 Bank of America, an estimated $498M sold.
Based on aggregated 13F filings for Q1 2024.