Question 1

Who owns SCHD stock?

Accepted Answer

SCHD (SCHWAB STRATEGIC TR) is held by 2 tracked superinvestors with an aggregate position value of $786,420 based on the most recent SEC 13F filings. Top institutional holders include: Wally Obermeyer, David Katz.

Question 2

How much SCHD do superinvestors hold in aggregate?

Accepted Answer

Across 2 tracked managers, superinvestors collectively report $786,420 in SCHD positions worth 24,800 shares.

Question 3

What is the largest holder of SCHD?

Accepted Answer

The largest tracked holder of SCHD is Wally Obermeyer (Obermeyer Wealth Partners) with 18,267 shares worth $579,247, representing 0.02% of their portfolio.

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Wally Obermeyer	Obermeyer Wealth Partners	18267	$579K	0.02%	$31.71	Q2 2026
David Katz	Matrix Asset Advisors	6533	$207K	0.02%	$31.71	Q2 2026

SCHDSCHWAB STRATEGIC TR

📊 Holdings Over Time

Quarter-by-Quarter Activity