Cassaday & Co Wealth Management LLC has added 3,170,728 shares of $SCHD to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SCHD.
$SCHD Hedge Fund Activity
We have seen 857 institutional investors add shares of $SCHD stock to their portfolio, and 871 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 38,910,543 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,062,257,823
- SUMITOMO LIFE INSURANCE CO added 31,050,000 shares (+inf%) to their portfolio in Q3 2025, for an estimated $847,665,000
- CETERA INVESTMENT ADVISERS added 27,911,798 shares (+392.9%) to their portfolio in Q3 2025, for an estimated $761,992,085
- RAKUTEN INVESTMENT MANAGEMENT, INC. added 8,559,800 shares (+25.9%) to their portfolio in Q3 2025, for an estimated $233,682,540
- AMERIPRISE FINANCIAL INC removed 5,489,564 shares (-37.1%) from their portfolio in Q3 2025, for an estimated $149,865,097
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC removed 3,884,043 shares (-33.6%) from their portfolio in Q4 2025, for an estimated $106,539,299
- CIBC WORLD MARKET INC. added 3,777,339 shares (+243.5%) to their portfolio in Q3 2025, for an estimated $103,121,354
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SCHD ticker page for more data.
