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 		$11.9M Sell
374,400
-265,200
-41% -$8.41M ﹤0.01% 3297
2026
Q1 		$19.6M Sell
639,600
-312,300
-33% -$9.47M ﹤0.01% 2366
2025
Q4 		$26.1M Buy
951,900
+471,400
+98% +$12.8M ﹤0.01% 2056
2025
Q3 		$13.1M Sell
480,500
-40,000
-8% -$1.09M ﹤0.01% 2877
2025
Q2 		$13.8M Sell
520,500
-90,100
-15% -$2.35M ﹤0.01% 2616
2025
Q1 		$17.1M Buy
610,600
+68,200
+13% +$1.9M ﹤0.01% 2209
2024
Q4 		$14.8M Buy
542,400
+30,600
+6% +$870K ﹤0.01% 2504
2024
Q3 		$14.4M Buy
511,800
+403,200
+371% +$11M ﹤0.01% 2427
2024
Q2 		$2.81M Sell
108,600
-308,400
-74% -$8.03M ﹤0.01% 4683
2024
Q1 		$11.2M Sell
417,000
-331,800
-44% -$8.57M ﹤0.01% 2803
2023
Q4 		$19M Buy
748,800
+180,600
+32% +$4.3M ﹤0.01% 2073
2023
Q3 		$13.4M Buy
568,200
+518,100
+1,034% +$12.7M ﹤0.01% 2329
2023
Q2 		$1.21M Sell
50,100
-217,800
-81% -$5.2M ﹤0.01% 6068
2023
Q1 		$6.53M Sell
267,900
-273,600
-51% -$6.84M ﹤0.01% 3381
2022
Q4 		$13.6M Buy
541,500
+197,700
+58% +$4.88M ﹤0.01% 2410
2022
Q3 		$7.61M Buy
343,800
+160,800
+88% +$3.91M ﹤0.01% 3168
2022
Q2 		$4.37M Sell
183,000
-51,300
-22% -$1.31M ﹤0.01% 4064
2022
Q1 		$6.16M Buy
234,300
+42,600
+22% +$1.12M ﹤0.01% 3774
2021
Q4 		$5.17M Buy
191,700
+60,300
+46% +$1.57M ﹤0.01% 4231
2021
Q3 		$3.25M Sell
131,400
-18,000
-12% -$457K ﹤0.01% 5186
2021
Q2 		$3.77M Sell
149,400
-31,800
-18% -$803K ﹤0.01% 5060
2021
Q1 		$4.4M Buy
181,200
+154,800
+586% +$3.52M ﹤0.01% 4546
2020
Q4 		$564K Buy
+26,400
New +$535K ﹤0.01% 7918

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.