Schwab US Dividend Equity ETF
SCHD
2,146 hedge funds and large institutions have $26.2B invested in Schwab US Dividend Equity ETF in 2026 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 1,079 increasing their positions, 639 reducing their positions, and 78 closing their positions.
146% more first-time investments, than exits
New positions opened: 192 | Existing positions closed: 78
85% more call options, than puts
Call options by funds: $123M | Put options by funds: $66.8M
69% more repeat investments, than reductions
Existing positions increased: 1,079 | Existing positions reduced: 639
5% more capital invested
Capital invested by funds: $24.9B → $26.2B (+$1.26B)
4% more funds holding
Funds holding: 2,063 → 2,146 (+83)
2.39% less ownership
Funds ownership: 29.86% → 27.47% (-2.4%)
9% less funds holding in top 10
Funds holding in top 10: 247 → 224 (-23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$448M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$162M |
| 3 |
LPL Financial
San Diego,
California
|
+$83.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$74.6M |
| 5 |
Morgan Stanley
New York
|
+$49.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIM
Rakuten Investment Management
Tokyo,
Japan
|
-$1.14B |
| 2 |
BFG
Bouchey Financial Group
Troy,
New York
|
-$58.4M |
| 3 |
P
Paradiem
Covington,
Louisiana
|
-$56.3M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$29.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$26.5M |
SCHD Hedge Fund Activity: Q2 2026 in Review
2,146 of the 8,346 institutional investors tracked by Wall St. Rank reported a position in Schwab US Dividend Equity ETF (SCHD) for Q2 2026, worth a combined $26.2B — up 5% from $24.9B a quarter earlier.
Buyers outnumbered sellers: 192 funds opened new SCHD positions and 78 closed out — a net gain of 114 holders — while 1,079 added to existing stakes and 639 trimmed.
The largest buyer was Sumitomo Life Insurance, adding an estimated $448M. The largest seller was Rakuten Investment Management, cutting an estimated $1.14B.
- 2,146 institutional investors held Schwab US Dividend Equity ETF (SCHD) as of Q2 2026, up from 2,063 in Q1 2026.
- Funds reported $26.2B of Schwab US Dividend Equity ETF stock for Q2 2026, up 5% quarter-over-quarter.
- 192 funds opened new Schwab US Dividend Equity ETF positions in Q2 2026 and 78 closed out, a net change of +114 holders.
- The largest Schwab US Dividend Equity ETF buyer in Q2 2026 was Sumitomo Life Insurance, an estimated $448M added.
- The largest Schwab US Dividend Equity ETF seller in Q2 2026 was Rakuten Investment Management, an estimated $1.14B sold.
Based on aggregated 13F filings for Q2 2026.