Citadel Advisors
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Citadel Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Citadel Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.3M Buy
671,100
+84,000
+14% +$2.66M ﹤0.01% 2494
2026
Q1 		$18M Buy
587,100
+163,900
+39% +$4.97M ﹤0.01% 2452
2025
Q4 		$11.6M Buy
423,200
+106,400
+34% +$2.89M ﹤0.01% 3069
2025
Q3 		$8.65M Sell
316,800
-14,800
-4% -$404K ﹤0.01% 3483
2025
Q2 		$8.79M Sell
331,600
-345,600
-51% -$9.03M ﹤0.01% 3214
2025
Q1 		$18.9M Buy
677,200
+248,500
+58% +$6.93M ﹤0.01% 2104
2024
Q4 		$11.7M Sell
428,700
-1,018,500
-70% -$29M ﹤0.01% 2786
2024
Q3 		$40.8M Buy
1,447,200
+570,900
+65% +$15.6M 0.01% 1403
2024
Q2 		$22.7M Buy
876,300
+390,900
+81% +$10.2M ﹤0.01% 1868
2024
Q1 		$13M Sell
485,400
-427,800
-47% -$11.1M ﹤0.01% 2579
2023
Q4 		$23.2M Buy
913,200
+332,400
+57% +$7.92M ﹤0.01% 1870
2023
Q3 		$13.7M Sell
580,800
-21,300
-4% -$523K ﹤0.01% 2301
2023
Q2 		$14.6M Sell
602,100
-175,200
-23% -$4.19M ﹤0.01% 2212
2023
Q1 		$19M Sell
777,300
-603,000
-44% -$15.1M ﹤0.01% 1980
2022
Q4 		$34.8M Buy
1,380,300
+238,800
+21% +$5.89M 0.01% 1420
2022
Q3 		$25.3M Sell
1,141,500
-56,400
-5% -$1.37M 0.01% 1647
2022
Q2 		$28.6M Buy
1,197,900
+713,100
+147% +$18.1M 0.01% 1506
2022
Q1 		$12.7M Buy
484,800
+161,400
+50% +$4.23M ﹤0.01% 2588
2021
Q4 		$8.71M Buy
323,400
+113,400
+54% +$2.95M ﹤0.01% 3299
2021
Q3 		$5.2M Buy
210,000
+64,200
+44% +$1.63M ﹤0.01% 4225
2021
Q2 		$3.67M Buy
145,800
+22,500
+18% +$568K ﹤0.01% 5130
2021
Q1 		$3M Sell
123,300
-7,200
-6% -$164K ﹤0.01% 5454
2020
Q4 		$2.79M Buy
+130,500
New +$2.65M ﹤0.01% 4703

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Citadel Advisors's SCHD Position: Q2 2026 in Review

Citadel Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 836,839 shares — an estimated $26.5M sold.

Citadel Advisors first reported a position in SCHD in Q2 2017 and held it in 20 quarters. The position peaked at $25.7M in Q1 2026. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Citadel Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 836,839 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $26.5M.
  • Citadel Advisors first reported a position in Schwab US Dividend Equity ETF in Q2 2017 and held it in 20 quarters.
  • Citadel Advisors's Schwab US Dividend Equity ETF position peaked at $25.7M in Q1 2026.
  • 2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.