Question 1

Which hedge funds and institutional investors hold SCHD?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for SCHD shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for SCHD whale holdings?

Accepted Answer

Conviction level reflects how significant SCHD is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to SCHD, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for SCHD?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about SCHD?

Accepted Answer

QoQ changes for SCHD show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Citadel	836.8K	$25.7M	0.0%	$618.5B
AQR Capital	641.6K	$19.7M	0.0%	$218.4B
DE Shaw	639.6K	$19.6M	0.0%	$166.3B
Citadel	639.6K	$19.6M	0.0%	$618.5B
Citadel	587.1K	$18.0M	0.0%	$618.5B
Point72	240.9K	$7.4M	0.0%	$78.1B
Point72	201.7K	$6.2M	0.0%	$78.1B
Gotham Asset	177.4K	$5.4M	0.0%	$32.7B
Neuberger Berman (Eisman)	108.2K	$3.3M	0.0%	$131.4B
Northern Trust	91.0K	$2.8M	0.0%	$756.6B
Fisher Investments	68.0K	$2.1M	0.0%	$294.9B
Tudor	62.1K	$1.9M	0.0%	$53.9B
Millennium	7.4K	$226K	0.0%	$240.3B
Kayne Anderson	7.0K	$216K	0.0%	$34.0B
Fidelity (FMR)	1.8K	$56K	—	$1898.4B
BlackRock	1.4K	$42K	—	$5723.5B
Franklin Templeton	136	$4K	—	$408.3B

SCHD

Who Holds SCHD

Changes This Quarter