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Schwab US Dividend Equity ETF
SCHD

1,555 hedge funds and large institutions have $20.4B invested in Schwab US Dividend Equity ETF in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 665 increasing their positions, 555 reducing their positions, and 98 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding: →

1.25% less ownership

Funds ownership: 114.49% → 113.25% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 232 → 225 (-7)

5% less capital invested

Capital invested by funds: $21.5B → $20.4B (-$1.08B)

Holders
1,555
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
225
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$116M
Puts
$54M
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
+$762M
2
+$239M
3
+$205M
4
AAS
Avantax Advisory Services
Texas
+$38.8M
5
Bank of America
Bank of America
North Carolina
+$30.2M

Top Sellers

Rank Fund Capital Flow
1
-$182M
2
-$79.1M
3
-$64.5M
4
Ameriprise
Ameriprise
Minnesota
-$42.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$869M
2
$791M
3
$721M
4
$678M
5
$643M
6
$590M
7
$484M
8
$470M
9
$455M
10
$453M
11
$389M
12
$386M
13
$383M
14
$326M
15
$310M
16
$306M
17
$278M
18
$274M
19
$262M
20
$217M
21
$170M
22
$166M
23
$154M
24
$142M
25
$139M
1
2 3 4 5

SCHD Hedge Fund Activity: Q2 2024 in Review

1,555 of the 6,928 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2024, worth a combined $20.4B — down 5% from $21.5B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SCHD positions and 98 closed out — a net gain of 9 holders — while 665 added to existing stakes and 555 trimmed.

The largest buyer was Charles Schwab, adding an estimated $762M. The largest seller was JP Morgan Chase, cutting an estimated $182M.

  • 1,555 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2024, down from 1,565 in Q1 2024.
  • Funds reported $20.4B of Schwab US Dividend Equity ETF stock for Q2 2024, down 5% quarter-over-quarter.
  • 107 funds opened new Schwab US Dividend Equity ETF positions in Q2 2024 and 98 closed out, a net change of +9 holders.
  • The largest Schwab US Dividend Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $762M added.
  • The largest Schwab US Dividend Equity ETF seller in Q2 2024 was JP Morgan Chase, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2024.