Two Sigma Advisers
SCHD icon

Two Sigma Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Two Sigma Advisers’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
2024
Q4 		– Sell
-969,900
Closed -$27.3M – 2502
2024
Q3 		$27.3M Buy
+969,900
New +$26.4M 0.06% 257
2023
Q4 		– Sell
-11,400
Closed -$269K – 2621
2023
Q3 		$269K Buy
+11,400
New +$280K ﹤0.01% 2014
2023
Q2 		– Sell
-84,600
Closed -$2.06M – 2630
2023
Q1 		$2.06M Buy
+84,600
New +$2.12M 0.01% 1255
2022
Q4 		– Sell
-640,200
Closed -$14.2M – 2670
2022
Q3 		$14.2M Buy
640,200
+60,600
+10% +$1.47M 0.04% 403
2022
Q2 		$13.8M Buy
+579,600
New +$14.7M 0.04% 416

Other funds holding SCHD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Advisers's SCHD Position: Q4 2024 in Review

Two Sigma Advisers sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 969,900 shares — an estimated $27.3M sold.

Two Sigma Advisers first reported a position in SCHD in Q2 2022 and held it in 5 quarters. The position peaked at $27.3M in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Two Sigma Advisers reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Two Sigma Advisers sold 969,900 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $27.3M.
  • Two Sigma Advisers first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and held it in 5 quarters.
  • Two Sigma Advisers's Schwab US Dividend Equity ETF position peaked at $27.3M in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Two Sigma Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.