Schwab US Dividend Equity ETF
SCHD
1,805 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, 760 increasing their positions, 744 reducing their positions, and 87 closing their positions.
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: $21.1B → $22.2B (+$1.15B)
2% more repeat investments, than reductions
Existing positions increased: 760 | Existing positions reduced: 744
0.64% more ownership
Funds ownership: 30.46% → 31.1% (+0.64%)
0% more funds holding
Funds holding: 1,803 → 1,805 (+2)
15% less funds holding in top 10
Funds holding in top 10: 246 → 208 (-38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$847M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$761M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$103M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$32.3M |
| 5 |
Cerity Partners
New York
|
+$27.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$150M |
| 2 |
RWM
RMG Wealth Management
Platteville,
Wisconsin
|
-$126M |
| 3 |
DE
Diversified Enterprises
Wilmington,
Delaware
|
-$115M |
| 4 |
LPL Financial
San Diego,
California
|
-$79.7M |
| 5 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$62.3M |
SCHD Hedge Fund Activity: Q3 2025 in Review
1,805 of the 7,638 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 5.5% from $21.1B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new SCHD positions and 87 closed out — a net gain of 39 holders — while 760 added to existing stakes and 744 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.
- 1,805 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q3 2025, up from 1,803 in Q2 2025.
- Funds reported $22.2B of Schwab US Dividend Equity ETF stock for Q3 2025, up 5.5% 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.