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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
SCTC
1026
Sanibel Captiva Trust Company
Florida
$885K +$60.2K +2,206 +7%
DC
1027
Darrow Company
Massachusetts
$883K +$9.11K +334 +1%
CFG
1028
Cooper Financial Group
California
$879K -$16.4M -600,303 -95%
Manulife (Manufacturers Life Insurance)
1029
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$879K +$878K +32,198 New
BAM
1030
Bellevue Asset Management
Washington
$870K -$33.6K -1,232 -4%
TCM
1031
Traynor Capital Management
Pennsylvania
$869K +$153K +5,593 +21%
CWM
1032
Cornerstone Wealth Management
Missouri
$867K +$11.9K +435 +1%
HWMC
1033
Heritage Wealth Management (California)
California
$865K +$865K +31,700 New
BAMG
1034
Brand Asset Management Group
Missouri
$860K +$860K +31,516 New
PP
1035
Patten & Patten
Tennessee
$860K -$50.8K -1,861 -6%
WTFG
1036
Wood Tarver Financial Group
Idaho
$858K -$24.2K -887 -3%
TNBTD
1037
Trustmark National Bank Trust Department
Mississippi
$858K -$126K -4,629 -13%
RIL
1038
Rothschild Investment LLC
Illinois
$854K +$149K +5,478 +21%
RRA
1039
Round Rock Advisors
Connecticut
$854K +$4.39K +161 +0.5%
WAM
1040
Wernau Asset Management
Massachusetts
$852K – – –
SC
1041
Soundwatch Capital
Connecticut
$852K -$105K -3,844 -11%
ACM
1042
Avalon Capital Management
California
$848K – – –
CA
1043
CGN Advisors
Kansas
$847K +$180K +6,613 +27%
MSAM
1044
Moloney Securities Asset Management
Missouri
$845K -$3.52K -129 -0.4%
PS
1045
Planned Solutions
California
$842K +$153K +5,596 +22%
VAS
1046
Valicenti Advisory Services
New York
$838K +$32.7K +1,197 +4%
MM
1047
Meridian Management
Arkansas
$838K +$7.83K +287 +0.9%
BIP
1048
Blueprint Investment Partners
North Carolina
$834K +$834K +30,557 New
WA
1049
Wealth Alliance
New York
$829K -$90.2K -3,307 -10%
SP
1050
SWS Partners
Ohio
$828K -$31.4K -1,152 -4%
40 41
42
43 44

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.