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Schwab US Dividend Equity ETF

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: 1,8001,802 (+2)

15% less funds holding in top 10

Funds holding in top 10: 246208 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
976
Clune & Associates
Illinois
$1.06M +$11.3K +414 +1%
MCA
977
Magnolia Capital Advisors
Mississippi
$1.06M +$105K +3,844 +11%
HWA
978
Heritage Wealth Architects
Minnesota
$1.06M +$30.9K +1,132 +3%
GAM
979
Gotham Asset Management
New York
$1.05M +$1.05M +38,389 New
RK
980
Rather & Kittrell
Tennessee
$1.05M
CCM
981
Colorado Capital Management
Colorado
$1.04M +$19.8K +724 +2%
KLCM
982
KG&L Capital Management
Louisiana
$1.03M +$510K +18,683 +99%
SIMC
983
Squire Investment Management Company
Utah
$1.02M +$84.1K +3,081 +9%
TCM
984
TD Capital Management
Tennessee
$1.02M -$46.6K -1,707 -4%
IWP
985
Insight Wealth Partners
Texas
$1.02M +$38.3K +1,403 +4%
AIA
986
Ally Invest Advisors
North Carolina
$1.02M +$40.4K +1,481 +4%
MWM
987
Modera Wealth Management
New Jersey
$1.02M -$38.5K -1,413 -4%
ACM
988
Advance Capital Management
Michigan
$1.01M -$74.8K -2,743 -7%
CHJWM
989
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.01M +$11.7K +428 +1%
CNFG
990
Creegan & Nassoura Financial Group
New Hampshire
$1M -$20K -734 -2%
GWP
991
Gateway Wealth Partners
Wisconsin
$998K +$328K +12,015 +49%
VCWA
992
Vanguard Capital Wealth Advisors
Colorado
$998K +$23.1K +846 +2%
FWP
993
FAS Wealth Partners
Kansas
$992K +$15.1K +554 +2%
CAMG
994
CWA Asset Management Group
Florida
$991K +$1.69K +62 +0.2%
BWM
995
Buska Wealth Management
Wisconsin
$991K -$2.7K -99 -0.3%
TPW
996
Transatlantique Private Wealth
New York
$990K +$215K +7,872 +28%
NCM
997
Narwhal Capital Management
Georgia
$989K -$7.34K -269 -0.7%
JCFM
998
JBR Co Financial Management
Oklahoma
$973K -$81.6K -2,990 -8%
RAS
999
RPS Advisory Solutions
Kentucky
$970K +$90.6K +3,322 +10%
PIA
1000
Pinion Investment Advisors
Kansas
$959K +$472K +17,311 +95%

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.