Security record · archived quarter
SCHD
Schwab U.S. Dividend Equity ETF · Financial Services · Asset Management - Income
4Tracked holders
-2Δ holders
255.36KShares held
$6.98MReported value
+0New positions
−2Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 84 | +5 | 374.72M | $11.90B | +7 | −2 |
| Q1 2026 | 80 | +5 | 394.19M | $11.79B | +7 | −2 |
| Q4 2025 | 75 | -4 | 386.40M | $10.59B | — | −4 |
| Q3 2025 | 15 | +6 | 40.19M | $1.10B | +6 | — |
| Q2 2025 | 6 | -2 | 881.04K | $23.35M | — | −2 |
| Q1 2025 | 5 | +1 | 1.53M | $42.64M | +2 | −1 |
| Q4 2024 | 4 | -2 | 255.36K | $6.98M | — | −2 |
| Q3 2024 | 6 | +1 | 1.29M | $109.29M | +2 | −1 |
| Q2 2024 | 5 | — | 197.95K | $15.39M | — | — |
Who holds it · Q4 2024
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | AQR Capital Management ✦ | 102.42K | +235.7% | $2.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 90.00K | +78.2% | $2.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Fisher Asset Management ✦ | 42.14K | +211.3% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Millennium Management ✦ | 20.81K | -6.4% | $568,447 | 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
| No new tracked buyers this quarter. |
Exited
| Two Sigma Investments | $91.97M | was 0.2% |
| Citadel Advisors | $7.45M | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2024 ·
Methodology ·
Get this via the API