# 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: 2026-07-08T12:40:15.861Z

## Summary

As of the most recent 13F filing period, SCHWAB STRATEGIC TR (SCHD) is held by 1 tracked superinvestors with an aggregate position value of $200,052 representing 06521 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 6521 | $200,052 | 0.02% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2025-03-31: 1 holders, $546,839 aggregate, 019557 shares
- 2025-06-30: 1 holders, $518,653 aggregate, 019571 shares
- 2025-09-30: 1 holders, $419,974 aggregate, 015383 shares
- 2026-03-31: 1 holders, $200,052 aggregate, 06521 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."