SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +30.0% ·
net new positions +16.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 5.39M | $177.57M | n/a | −1 |
| Q2 2026 | 83 | +5 | 369.49M | $11.73B | +7 | −3 |
| Q1 2026 | 80 | +5 | 394.19M | $11.79B | +7 | −2 |
| Q4 2025 | 75 | -4 | 386.40M | $10.59B | n/a | −4 |
| Q3 2025 | 15 | +6 | 40.19M | $1.10B | +6 | n/a |
| Q2 2025 | 6 | -2 | 881.04K | $23.35M | n/a | −2 |
| Q1 2025 | 5 | +1 | 1.53M | $42.64M | +2 | −1 |
| Q4 2024 | 4 | -2 | 255.36K | $6.98M | n/a | −2 |
| Q3 2024 | 6 | +1 | 1.29M | $109.29M | +2 | −1 |
| Q2 2024 | 5 | n/a | 197.95K | $15.39M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 1.09M | +627.8% | $91.97M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 88.11K | +1468366.7% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Renaissance Technologies ✦ | 50.50K | New | $4.27M | 0.0% | New | 1 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 30.51K | +169.9% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Millennium Management ✦ | 22.24K | New | $1.88M | 0.0% | New | 1 | SEC ↗ |
| 6 | Fisher Asset Management ✦ | 13.54K | -26.2% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $4.27M | 0.0% |
| Millennium Management | $1.88M | 0.0% |
Exited
| D. E. Shaw & Co. | $1.46M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,027 holders, 813.58M shares, $24.12B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.