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Schwab US Dividend Equity ETF
SCHD

1,802 hedge funds and large institutions have $22.2B invested in Schwab US Dividend Equity ETF in 2025 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 757 increasing their positions, 745 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $134M | Put options by funds: $69.9M

45% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 87

5% more capital invested

Capital invested by funds: $21B → $22.2B (+$1.15B)

2% more repeat investments, than reductions

Existing positions increased: 757 | Existing positions reduced: 745

0.64% more ownership

Funds ownership: 30.43% → 31.07% (+0.64%)

0% more funds holding

Funds holding: 1,800 → 1,802 (+2)

15% less funds holding in top 10

Funds holding in top 10: 246 → 208 (-38)

Holders
1,802
Holders Change
+2
Holders Change %
+0.11%
% of All Funds
23.65%
Holding in Top 10
208
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-15.45%
% of All Funds
2.73%
New
126
Increased
757
Reduced
745
Closed
87
Calls
$134M
Puts
$69.9M
Net Calls
+$64.2M
Net Calls Change
+$16.9M

Top Buyers

1
SLI
Sumitomo Life Insurance
Japan
+$847M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$761M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$103M
4
Lido Advisors
Lido Advisors
California
+$32.3M
5
Cerity Partners
Cerity Partners
New York
+$27.4M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$150M
2
RWM
RMG Wealth Management
Wisconsin
-$126M
3
DE
Diversified Enterprises
Delaware
-$115M
4
LPL Financial
LPL Financial
California
-$79.7M
5
IAS
IMA Advisory Services
Colorado
-$62.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$1.99M +$68.2K +2,500 +4%
MWM
777
MFG Wealth Management
Indiana
$1.99M +$1.99M +72,768 New
ACM
778
Alpha Capital Management
Texas
$1.98M -$155K -5,696 -7%
RFN
779
RDA Financial Network
Iowa
$1.97M -$8.19K -300 -0.4%
CAMV
780
Concord Asset Management (Virginia)
Virginia
$1.97M -$1.62M -59,347 -45%
Empower Advisory Group
781
Empower Advisory Group
Colorado
$1.97M +$179K +6,557 +10%
PFA
782
Petra Financial Advisors
Colorado
$1.96M -$180K -6,588 -8%
CPP
783
Capasso Planning Partners
South Carolina
$1.95M -$365K -13,383 -16%
TAFW
784
Tred Avon Family Wealth
Maryland
$1.94M +$1.94M +71,198 New
EA
785
Enclave Advisors
Texas
$1.94M -$474K -17,378 -20%
FA
786
Fiducient Advisors
Illinois
$1.94M +$48.3K +1,769 +3%
RFP
787
Root Financial Partners
California
$1.94M +$591K +21,651 +44%
GWMR
788
GC Wealth Management RIA
Massachusetts
$1.94M +$1.59M +58,142 +451%
CSF
789
Capital Squared Financial
Maryland
$1.93M +$493K +18,078 +34%
PFS
790
Prospect Financial Services
New York
$1.93M -$26.5K -970 -1%
CCM
791
Coldstream Capital Management
Washington
$1.92M +$382 +14 +0%
NGA
792
Naples Global Advisors
Florida
$1.91M -$44K -1,614 -2%
UAG
793
United Advisor Group
Ohio
$1.91M +$123K +4,499 +7%
IIC
794
Ironwood Investment Counsel
Arizona
$1.9M +$890K +32,629 +88%
Financial Engines Advisors
795
Financial Engines Advisors
California
$1.9M +$425K +15,576 +29%
BWM
796
Bernard Wealth Management
Michigan
$1.9M -$7.65M -280,328 -80%
V
797
ViaWealth
Kansas
$1.89M -$370K -13,561 -16%
BFPW
798
BOK Financial Private Wealth
Colorado
$1.89M -$116K -4,266 -6%
JFG
799
JMG Financial Group
Illinois
$1.89M +$797K +29,227 +73%
CPA
800
Cathy Pareto & Associates
Florida
$1.88M +$16.6K +608 +0.9%
30 31
32
33 34

SCHD Hedge Fund Activity: Q3 2025 in Review

1,802 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q3 2025, worth a combined $22.2B — up 5.4% from $21B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new SCHD positions and 87 closed out — a net gain of 39 holders — while 757 added to existing stakes and 745 trimmed.

The largest buyer was Sumitomo Life Insurance, opening a new position worth an estimated $847M. The largest seller was Ameriprise, cutting an estimated $150M.

  • 1,802 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2025, up from 1,800 in Q2 2025.
  • Funds reported $22.2B of Schwab US Dividend Equity ETF stock for Q3 2025, up 5.4% quarter-over-quarter.
  • 126 funds opened new Schwab US Dividend Equity ETF positions in Q3 2025 and 87 closed out, a net change of +39 holders.
  • The largest Schwab US Dividend Equity ETF buyer in Q3 2025 was Sumitomo Life Insurance, an estimated $847M added.
  • The largest Schwab US Dividend Equity ETF seller in Q3 2025 was Ameriprise, an estimated $150M sold.

Based on aggregated 13F filings for Q3 2025.