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

Two Sigma Investments’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	-41,941	Closed	-$1.14M	–	4379
2025 Q3	$1.14M	Buy	+41,941	New	+$1.14M	﹤0.01%	2488
2025 Q2	–	Sell	-1,207,941	Closed	-$33.8M	–	3497
2025 Q1	$33.8M	Buy	+1,207,941	New	+$33.7M	0.07%	322
2024 Q4	–	Sell	-3,264,000	Closed	-$92M	–	3441
2024 Q3	$92M	Buy	3,264,000 +2,815,500	+628%	+$76.7M	0.2%	117
2024 Q2	$11.6M	Buy	+448,500	New	+$11.7M	0.03%	659
2023 Q4	–	Sell	-680,100	Closed	-$16M	–	3356
2023 Q3	$16M	Buy	680,100 +640,800	+1,631%	+$15.7M	0.04%	447
2023 Q2	$951K	Sell	39,300 -75,300	-66%	-$1.8M	﹤0.01%	1970
2023 Q1	$2.79M	Sell	114,600 -140,400	-55%	-$3.51M	0.01%	1187
2022 Q4	$6.42M	Sell	255,000 -706,200	-73%	-$17.4M	0.02%	737
2022 Q3	$21.3M	Sell	961,200 -225,600	-19%	-$5.48M	0.07%	310
2022 Q2	$28.3M	Buy	+1,186,800	New	+$30.2M	0.09%	255

Other funds holding SCHD

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Two Sigma Investments's SCHD Position: Q4 2025 in Review

Two Sigma Investments sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 41,941 shares — an estimated $1.14M sold.

Two Sigma Investments first reported a position in SCHD in Q2 2022 and held it in 10 quarters. The position peaked at $92M in Q3 2024. 1,934 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

Two Sigma Investments reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Two Sigma Investments sold 41,941 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $1.14M.
Two Sigma Investments first reported a position in Schwab US Dividend Equity ETF in Q2 2022 and held it in 10 quarters.
Two Sigma Investments's Schwab US Dividend Equity ETF position peaked at $92M in Q3 2024.
1,934 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.