Renaissance Technologies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Renaissance Technologies’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 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

Renaissance Technologies's SCHD Position: Q4 2025 in Review

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

Renaissance Technologies first reported a position in SCHD in Q1 2018 and held it in 17 quarters. The position peaked at $7.11M in Q3 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Renaissance Technologies reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Renaissance Technologies sold 260,474 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $7.11M.
Renaissance Technologies first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and held it in 17 quarters.
Renaissance Technologies's Schwab US Dividend Equity ETF position peaked at $7.11M in Q3 2025.
1,951 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.