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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
AFA
826
AllGen Financial Advisors
Florida
$1.73M -$1.8M -65,921 -51%
APIM
827
Agate Pass Investment Management
Washington
$1.73M -$284K -10,412 -14%
CFP
828
Comprehensive Financial Planning
Pennsylvania
$1.71M +$9.33K +342 +0.5%
PA
829
Planning Alternatives
Michigan
$1.71M -$16.4K -601 -1%
SIC
830
Salem Investment Counselors
North Carolina
$1.7M -$197K -7,214 -10%
BIS
831
BG Investment Services
Guam
$1.69M +$767K +28,109 +83%
CFD
832
Creative Financial Designs
Indiana
$1.69M -$594K -21,765 -26%
IAA
833
Independent Advisor Alliance
North Carolina
$1.69M +$66.6K +2,440 +4%
EAM
834
Evanson Asset Management
California
$1.69M +$27.8K +1,020 +2%
EFG
835
Embree Financial Group
Illinois
$1.68M -$121K -4,430 -7%
PEA
836
Park Edge Advisors
Ohio
$1.67M +$122K +4,454 +8%
MCM
837
Maple Capital Management
Vermont
$1.67M -$130K -4,771 -7%
CIA
838
Covington Investment Advisors
Pennsylvania
$1.66M +$1.12M +40,954 +206%
TAM
839
Townsend Asset Management
North Carolina
$1.66M -$67.4K -2,471 -4%
IAIM
840
International Assets Investment Management
Florida
$1.65M -$27.3K -1,000 -2%
WP
841
WealthShield Partners
North Carolina
$1.64M +$5.46K +200 +0.3%
HIP
842
HUB Investment Partners
Texas
$1.63M -$106K -3,902 -6%
O3W
843
Omni 360 Wealth
New Jersey
$1.62M -$114K -4,161 -7%
SMWM
844
Silvia McColl Wealth Management
California
$1.61M -$2.3M -84,474 -59%
ADL
845
Asset Dedication LLC
California
$1.6M -$131K -4,785 -8%
MA
846
Modus Advisors
Minnesota
$1.59M -$2.48K -91 -0.2%
SWP
847
Sagespring Wealth Partners
Tennessee
$1.58M -$158K -5,780 -9%
PA
848
Probity Advisors
Texas
$1.57M +$715K +26,200 +84%
FWM
849
Focused Wealth Management
New York
$1.56M +$280K +10,274 +22%
APA
850
Astoria Portfolio Advisors
New York
$1.55M -$63.2K -2,316 -4%
32 33
34
35 36

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.