David Shaw’s Schwab US Dividend Equity ETF SCHD Stock Holding History

David Shaw’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	–	Sell	-639,606	Closed	-$19.6M	–	5168
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

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

David Shaw's SCHD Position: Q2 2026 in Review

David Shaw sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 639,606 shares — an estimated $19.6M sold.

David Shaw first reported a position in SCHD in Q1 2024 and held it in 7 quarters. The position peaked at $43.3M in Q4 2025. 2,127 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

David Shaw reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
David Shaw sold 639,606 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $19.6M.
David Shaw first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 7 quarters.
David Shaw's Schwab US Dividend Equity ETF position peaked at $43.3M in Q4 2025.
2,127 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.