D.E. Shaw & Co’s Schwab US Dividend Equity ETF SCHD Stock Holding History

D.E. Shaw & Co’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 Q1	$19.6M	Sell	639,606 -939,503	-59%	-$28.5M	0.01%	1154
2025 Q4	$43.3M	Buy	1,579,109 +1,324,752	+521%	+$36M	0.02%	781
2025 Q3	$6.94M	Buy	254,357 +187,282	+279%	+$5.11M	﹤0.01%	1947
2025 Q2	$1.78M	Buy	67,075 +44,817	+201%	+$1.17M	﹤0.01%	2828
2025 Q1	$622K	Buy	+22,258	New	+$620K	﹤0.01%	3365
2024 Q3	–	Sell	-56,397	Closed	-$1.46M	–	4836
2024 Q2	$1.46M	Sell	56,397 -219,159	-80%	-$5.7M	﹤0.01%	2923
2024 Q1	$7.41M	Buy	+275,556	New	+$7.12M	0.01%	1593

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

D.E. Shaw & Co's SCHD Position: Q1 2026 in Review

D.E. Shaw & Co reduced its Schwab US Dividend Equity ETF (SCHD) stake by 59% in Q1 2026, selling an estimated $28.5M and leaving 639,606 shares worth $19.6M. The position accounts for 0.01% of the portfolio, ranked #1154.

D.E. Shaw & Co first reported a position in SCHD in Q1 2024 and has held it in 7 quarters since. The position peaked at $43.3M in Q4 2025. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

D.E. Shaw & Co held 639,606 shares of Schwab US Dividend Equity ETF worth $19.6M as of Q1 2026.
D.E. Shaw & Co sold 939,503 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $28.5M.
Schwab US Dividend Equity ETF made up 0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #1154 holding.
D.E. Shaw & Co first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and has held it in 7 quarters since.
D.E. Shaw & Co's Schwab US Dividend Equity ETF position peaked at $43.3M in Q4 2025.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.