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Of the 9 tracked institutions holding SCHD, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +6.3pt. It's a gauge of who owns the name, not just how many.
Among the 9 tracked institutional investors we monitor, SCHD (SCHWAB STRATEGIC TR) is held with a combined value of $97.10M across 3,171,866 shares. The largest holder is CITADEL ADVISORS LLC with a position worth $25.67M (0.02% of their portfolio). CITADEL ADVISORS LLC opened a new position in the most recent quarter. 6 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$97.10M
Total Shares Held
3,171,866
Institutional Holders
9
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $25.67M | 0.02% | New |
| 2 | FMR LLC | $23.44M | 0.00% | +31.1% |
| 3 | AQR CAPITAL MANAGEMENT LLC | $19.69M | 0.01% | +34.2% |
| 4 | Point72 Asset Management, L.P. | $13.58M | 0.02% | -39.4% |
| 5 | Gotham Asset Management, LLC | $5.44M | 0.02% | +362.1% |
| 6 | BlackRock, Inc. | $5.18M | 0.00% | +106.2% |
| 7 | Fisher Asset Management, LLC | $2.09M | 0.00% | +21.0% |
| 8 | VANGUARD GROUP INC | $1.79M | 0.00% | +1.8% |
| 9 | MILLENNIUM MANAGEMENT LLC | $225.81K | 0.00% | -99.0% |
As of the latest SEC 13F filings, CITADEL ADVISORS LLC is the largest institutional holder of SCHD with a position worth $25.67M, representing 0.02% of their portfolio. In total, 9 institutional investors hold SCHD with a combined value of $97.10M.
In the most recent quarter, 1 fund opened a new position in SCHD. Additionally, 6 increased their holdings and 2 reduced their positions.
Institutional investors hold $97.10M worth of SCHD stock across 9 positions. The largest institutional holder is CITADEL ADVISORS LLC with $25.67M 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.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$33.29
2026-07-24
YTD
+22.0%
100% of 52-week range
