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Jeff Yass’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Jeff Yass’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 		$27.8M Sell
876,100
-1,528,000
-64% -$48.5M ﹤0.01% 2102
2026
Q1 		$73.8M Buy
2,404,100
+277,300
+13% +$8.41M 0.01% 1013
2025
Q4 		$58.3M Buy
2,126,800
+918,000
+76% +$25M 0.01% 1233
2025
Q3 		$33M Buy
1,208,800
+270,300
+29% +$7.37M ﹤0.01% 1697
2025
Q2 		$24.9M Sell
938,500
-302,800
-24% -$7.91M ﹤0.01% 1786
2025
Q1 		$34.7M Sell
1,241,300
-145,900
-11% -$4.07M 0.01% 1261
2024
Q4 		$37.9M Sell
1,387,200
-772,500
-36% -$22M 0.01% 1327
2024
Q3 		$60.9M Buy
2,159,700
+645,900
+43% +$17.6M 0.01% 947
2024
Q2 		$39.2M Buy
1,513,800
+700,500
+86% +$18.2M 0.01% 1149
2024
Q1 		$21.9M Sell
813,300
-336,000
-29% -$8.68M ﹤0.01% 1694
2023
Q4 		$29.2M Sell
1,149,300
-195,000
-15% -$4.65M 0.01% 1438
2023
Q3 		$31.7M Sell
1,344,300
-897,300
-40% -$22M 0.01% 1341
2023
Q2 		$54.3M Buy
2,241,600
+1,212,300
+118% +$29M 0.01% 934
2023
Q1 		$25.1M Sell
1,029,300
-80,700
-7% -$2.02M 0.01% 1473
2022
Q4 		$27.9M Buy
1,110,000
+413,400
+59% +$10.2M 0.01% 1247
2022
Q3 		$15.4M Sell
696,600
-184,200
-21% -$4.48M ﹤0.01% 1670
2022
Q2 		$21M Buy
880,800
+274,200
+45% +$6.98M 0.01% 1415
2022
Q1 		$16M Buy
606,600
+282,300
+87% +$7.39M ﹤0.01% 1953
2021
Q4 		$8.74M Sell
324,300
-168,600
-34% -$4.38M ﹤0.01% 2915
2021
Q3 		$12.2M Buy
492,900
+81,900
+20% +$2.08M ﹤0.01% 2589
2021
Q2 		$10.4M Buy
411,000
+81,300
+25% +$2.05M ﹤0.01% 2870
2021
Q1 		$8.01M Sell
329,700
-120,900
-27% -$2.75M ﹤0.01% 3140
2020
Q4 		$9.63M Sell
450,600
-84,300
-16% -$1.71M ﹤0.01% 2546
2020
Q3 		$9.86M Buy
534,900
+295,200
+123% +$5.43M ﹤0.01% 2192
2020
Q2 		$4.13M Sell
239,700
-81,300
-25% -$1.37M ﹤0.01% 3275
2020
Q1 		$4.81M Buy
321,000
+121,800
+61% +$2.19M ﹤0.01% 2618
2019
Q4 		$3.85M Buy
199,200
+64,800
+48% +$1.21M ﹤0.01% 3344
2019
Q3 		$2.45M Buy
134,400
+52,800
+65% +$945K ﹤0.01% 3820
2019
Q2 		$1.44M Buy
81,600
+14,100
+21% +$248K ﹤0.01% 4866
2019
Q1 		$1.18M Buy
67,500
+30,300
+81% +$510K ﹤0.01% 4719
2018
Q4 		$582K Buy
37,200
+21,600
+138% +$360K ﹤0.01% 5736
2018
Q3 		$276K Sell
15,600
-7,500
-32% -$130K ﹤0.01% 7638
2018
Q2 		$380K Sell
23,100
-13,500
-37% -$222K ﹤0.01% 7373
2018
Q1 		$598K Sell
36,600
-1,500
-4% -$25.6K ﹤0.01% 6267
2017
Q4 		$650K Sell
38,100
-28,500
-43% -$468K ﹤0.01% 6109
2017
Q3 		$1.04M Buy
66,600
+8,700
+15% +$133K ﹤0.01% 5199
2017
Q2 		$870K Buy
57,900
+18,000
+45% +$270K ﹤0.01% 5555
2017
Q1 		$593K Buy
39,900
+9,300
+30% +$137K ﹤0.01% 6178
2016
Q4 		$444K Buy
30,600
+1,800
+6% +$25.6K ﹤0.01% 7240
2016
Q3 		$406K Sell
28,800
-28,200
-49% -$398K ﹤0.01% 6437
2016
Q2 		$787K Sell
57,000
-10,500
-16% -$142K ﹤0.01% 5330
2016
Q1 		$902K Buy
67,500
+25,200
+60% +$319K ﹤0.01% 5292
2015
Q4 		$544K Sell
42,300
-33,000
-44% -$425K ﹤0.01% 6596
2015
Q3 		$902K Sell
75,300
-2,700
-3% -$33.7K ﹤0.01% 5973
2015
Q2 		$996K Buy
78,000
+7,500
+11% +$99.3K ﹤0.01% 6226
2015
Q1 		$926K Sell
70,500
-28,500
-29% -$379K ﹤0.01% 5912
2014
Q4 		$1.31M Buy
99,000
+33,900
+52% +$444K ﹤0.01% 5331
2014
Q3 		$837K Buy
65,100
+13,800
+27% +$177K ﹤0.01% 6268
2014
Q2 		$654K Buy
51,300
+16,500
+47% +$207K ﹤0.01% 6946
2014
Q1 		$428K Sell
34,800
-9,600
-22% -$115K ﹤0.01% 6994
2013
Q4 		$543K Buy
44,400
+2,700
+6% +$31.9K ﹤0.01% 6556
2013
Q3 		$468K Buy
41,700
+11,100
+36% +$125K ﹤0.01% 6525
2013
Q2 		$334K Buy
+30,600
New +$335K ﹤0.01% 6628

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

Jeff Yass's SCHD Position: Q2 2026 in Review

Jeff Yass opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 6,648 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #11831 among its holdings. This is a return to the name: Jeff Yass previously reported a position in SCHD as recently as Q3 2025.

Jeff Yass first reported a position in SCHD in Q2 2013 and has held it in 42 quarters since. The position peaked at $9.48M in Q1 2021. 2,127 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Jeff Yass held 6,648 shares of Schwab US Dividend Equity ETF worth $211K as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Jeff Yass position in Q2 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11831 holding.
  • Jeff Yass first reported a position in Schwab US Dividend Equity ETF in Q2 2013 and has held it in 42 quarters since.
  • Jeff Yass's Schwab US Dividend Equity ETF position peaked at $9.48M in Q1 2021.
  • 2,127 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.