Jim Simons
SCHD icon

Jim Simons’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Jim Simons’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
2025
Q4 		– Sell
-260,474
Closed -$7.11M – 3691
2025
Q3 		$7.11M Buy
+260,474
New +$7.11M 0.01% 1282
2025
Q2 		– Sell
-32,300
Closed -$903K – 3844
2025
Q1 		$903K Sell
32,300
-57,700
-64% -$1.61M ﹤0.01% 2484
2024
Q4 		$2.46M Sell
90,000
-61,500
-41% -$1.75M ﹤0.01% 1922
2024
Q3 		$4.27M Buy
+151,500
New +$4.13M 0.01% 1539
2024
Q2 		– Sell
-208,500
Closed -$5.6M – 3903
2024
Q1 		$5.6M Buy
+208,500
New +$5.39M 0.01% 1347
2023
Q2 		– Sell
-9,300
Closed -$227K – 4224
2023
Q1 		$227K Sell
9,300
-54,000
-85% -$1.35M ﹤0.01% 3222
2022
Q4 		$1.59M Sell
63,300
-68,100
-52% -$1.68M ﹤0.01% 2217
2022
Q3 		$2.91M Buy
+131,400
New +$3.19M ﹤0.01% 1780
2022
Q1 		– Sell
-18,900
Closed -$509K – 4408
2021
Q4 		$509K Sell
18,900
-50,400
-73% -$1.31M ﹤0.01% 3068
2021
Q3 		$1.72M Buy
+69,300
New +$1.76M ﹤0.01% 2207
2021
Q1 		– Sell
-16,800
Closed -$359K – 3647
2020
Q4 		$359K Buy
+16,800
New +$341K ﹤0.01% 2972
2020
Q3 		– Sell
-30,000
Closed -$518K – 3642
2020
Q2 		$518K Sell
30,000
-27,000
-47% -$456K ﹤0.01% 2859
2020
Q1 		$855K Buy
+57,000
New +$1.02M ﹤0.01% 2503
2019
Q1 		– Sell
-27,900
Closed -$437K – 3668
2018
Q4 		$437K Buy
27,900
+7,200
+35% +$120K ﹤0.01% 2910
2018
Q3 		$366K Sell
20,700
-7,800
-27% -$135K ﹤0.01% 2952
2018
Q2 		$468K Buy
28,500
+9,600
+51% +$158K ﹤0.01% 2853
2018
Q1 		$309K Buy
+18,900
New +$322K ﹤0.01% 3069

Other funds holding SCHD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jim Simons's SCHD Position: Q4 2025 in Review

Jim Simons sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 260,474 shares — an estimated $7.11M sold.

Jim Simons first reported a position in SCHD in Q1 2018 and held it in 17 quarters. The position peaked at $7.11M in Q3 2025. 1,938 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Jim Simons reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 260,474 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $7.11M.
  • Jim Simons first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and held it in 17 quarters.
  • Jim Simons's Schwab US Dividend Equity ETF position peaked at $7.11M in Q3 2025.
  • 1,938 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.