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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
EWM
926
Evergreen Wealth Management
Michigan
$1.23M -$57.3K -2,100 -4%
BFG
927
Bleakley Financial Group
New Jersey
$1.22M -$228K -8,372 -16%
WCM
928
WealthBridge Capital Management
Ohio
$1.22M -$65K -2,383 -5%
WWA
929
Wingate Wealth Advisors
Massachusetts
$1.22M -$208K -7,621 -15%
WAL
930
W Advisors LLC
Tennessee
$1.22M +$110K +4,047 +10%
CAI
931
Capital Advisors Inc
Oklahoma
$1.21M +$58.4K +2,140 +5%
RF
932
RHS Financial
California
$1.21M -$49.4K -1,809 -4%
GAA
933
Guardian Asset Advisors
Pennsylvania
$1.2M -$630K -23,085 -34%
CRI
934
Commonwealth Retirement Investments
Virginia
$1.2M -$252K -9,227 -17%
FWSM
935
First Wilshire Securities Management
California
$1.2M – – –
SWP
936
Summit Wealth Partners
Florida
$1.19M +$101K +3,718 +9%
JSW
937
Journey Strategic Wealth
New Jersey
$1.19M -$1.83M -67,015 -61%
AFO
938
Allie Family Office
Florida
$1.18M +$3.79K +139 +0.3%
MSWM
939
McGlone Suttner Wealth Management
Wisconsin
$1.17M +$4.28K +157 +0.4%
OFS
940
OneAscent Financial Services
Alabama
$1.17M -$489K -17,920 -30%
BWM
941
BNC Wealth Management
Oregon
$1.17M -$29.7K -1,090 -2%
CIA
942
Compass Ion Advisors
Pennsylvania
$1.16M -$62K -2,271 -5%
MSA
943
Marino Stram & Associates
Massachusetts
$1.16M +$2.24K +82 +0.2%
WTA
944
Washington Trust Advisors
Massachusetts
$1.16M +$11.9K +437 +1%
JIC
945
Joel Isaacson & Co
New York
$1.16M +$2.7K +99 +0.2%
LC
946
Landaas & Company
Wisconsin
$1.16M – – –
AT
947
American Trust
Kentucky
$1.15M +$674K +24,693 +140%
FNBTCON
948
First National Bank & Trust Co of Newtown
Pennsylvania
$1.15M +$113K +4,145 +11%
Two Sigma Investments
949
Two Sigma Investments
New York
$1.14M +$1.14M +41,941 New
BWL
950
Bogart Wealth LLC
Virginia
$1.14M +$285K +10,460 +33%
36 37
38
39 40

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.