# SCHWAB STRATEGIC TR (SCHD) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 808524797
Page URL: https://superinvestorclub.com/stock/SCHD
Last updated: 2026-08-29T13:46:57.362Z

## Summary

As of the most recent 13F filing period, SCHWAB STRATEGIC TR (SCHD) is held by 2 tracked superinvestors with an aggregate position value of $786,420 representing 0182676533 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 18267 | $579,247 | 0.02% | 2026-06-30 |
| 2 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 6533 | $207,173 | 0.02% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $263,974 aggregate, 03635 shares
- 2023-09-30: 1 holders, $378,566 aggregate, 05350 shares
- 2023-12-31: 1 holders, $368,698 aggregate, 04843 shares
- 2024-03-31: 1 holders, $340,500 aggregate, 04223 shares
- 2024-06-30: 1 holders, $328,380 aggregate, 04223 shares
- 2024-09-30: 1 holders, $356,970 aggregate, 04223 shares
- 2024-12-31: 1 holders, $346,117 aggregate, 012669 shares
- 2025-03-31: 2 holders, $1.1M aggregate, 01956919557 shares
- 2025-06-30: 2 holders, $1.0M aggregate, 01957119564 shares
- 2025-09-30: 2 holders, $954,071 aggregate, 01956415383 shares
- 2025-12-31: 1 holders, $637,720 aggregate, 023249 shares
- 2026-03-31: 2 holders, $913,331 aggregate, 0232496521 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "SCHWAB STRATEGIC TR (SCHD) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SCHD), aggregating SEC 13F, Form 4, and congressional disclosures."