Marshall Wace’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Marshall Wace’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	-655,778	Closed	-$17.9M	–	3425
2025 Q3	$17.9M	Buy	+655,778	New	+$17.9M	0.02%	703
2022 Q3	–	Sell	-11,700	Closed	-$280K	–	3741
2022 Q2	$280K	Sell	11,700 -253,566	-96%	-$6.45M	﹤0.01%	3058
2022 Q1	$6.98M	Buy	+265,266	New	+$6.95M	0.01%	1140

Other funds holding SCHD

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Marshall Wace's SCHD Position: Q4 2025 in Review

Marshall Wace sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 655,778 shares — an estimated $17.9M sold.

Marshall Wace first reported a position in SCHD in Q1 2022 and held it in 3 quarters. The position peaked at $17.9M in Q3 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Marshall Wace reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 655,778 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $17.9M.
Marshall Wace first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 3 quarters.
Marshall Wace's Schwab US Dividend Equity ETF position peaked at $17.9M in Q3 2025.
1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.