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Among the 5 tracked institutional investors we monitor, SCHD (SCHWAB STRATEGIC TR) is held with a combined value of $107.29M across 3,503,996 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $63.31M (0.01% of their portfolio). VANGUARD GROUP INC opened a new position in the most recent quarter. 3 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$107.29M
Total Shares Held
3,503,996
Institutional Holders
5
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $63.31M | 0.01% | +50.1% |
| 2 | FMR LLC | $23.44M | 0.00% | +31.1% |
| 3 | Point72 Asset Management, L.P. | $13.58M | 0.02% | -39.4% |
| 4 | BlackRock, Inc. | $5.18M | 0.00% | +106.2% |
| 5 | VANGUARD GROUP INC | $1.79M | 0.00% | New |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of SCHD with a position worth $63.31M, representing 0.01% of their portfolio. In total, 5 institutional investors hold SCHD with a combined value of $107.29M.
In the most recent quarter, 1 fund opened a new position in SCHD. Additionally, 3 increased their holdings and 1 reduced their positions.
Institutional investors hold $107.29M worth of SCHD stock across 5 positions. The largest institutional holder is CITADEL ADVISORS LLC with $63.31M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SCHD, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SCHD positions.