Hedge funds collectively increased their holdings in the Schwab US Dividend Equity Etf (SCHD) by 1.64%, adding 2,215,670 shares to reach a total of 137,647,342 shares between December 31, 2024, and March 31, 2025, according to an analysis of 13F filings. This aggregate increase, despite individual fund variations, suggests a broader institutional accumulation of SCHD, highlighting its continued appeal among sophisticated investors.
The analysis of 13F filings for the 03/31/2025 reporting period reveals a net increase in institutional holdings of the Schwab US Dividend Equity ETF (SCHD). Across 1,655 funds, aggregate SCHD shares rose by 2,215,670, marking a 1.64% increase from 135,431,672 to 137,647,342 shares between 12/31/2024 and 03/31/2025. This indicates a broader accumulation trend among sophisticated investors, despite the inherent limitations of 13F data which only disclose long positions. While the overall trend is positive, a closer look at a batch of 21 recent filers shows mixed activity. Six funds increased their existing SCHD positions, notably Aurora Private Wealth Inc. adding 127,848 shares for a market value increase of $3.615 million. Conversely, Olympus Wealth Management LLC significantly decreased its position by 625,329 shares, resulting in a $16.807 million reduction in market value. The aggregate increase in SCHD holdings, as highlighted by the 1.64% share count rise, suggests continued institutional confidence in dividend-focused strategies. This positioning by hedge funds, despite individual variations, implies a sustained appeal for SCHD as a core holding. The ETF's presence among the top holdings of major firms like Wealth Enhancement Advisory Services LLC and Orgel Wealth Management LLC further underscores its significance in institutional portfolios.
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