Latest Period
Q1 2026
Security Snapshot
SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) Institutional Ownership
CUSIP: 808524797
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
2,019
Shares (Excl. Options)
816,684,253
Price
$30.68
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- Type / Class
- Equity / US DIVIDEND EQ
- Symbol
- SCHD
- Price per share
- $31.45
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 816,684,253
- Total reported value
- $24,748,435,355
- % of total 13F portfolios
- 0.24%
- Share change
- +21,064,514
- Value change
- +$512,205,450
- Number of holders
- 2,019
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- SCHD - SCHWAB STRATEGIC TR - US DIVIDEND EQ is tracked under CUSIP 808524797.
- 2019 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1,922 to 2,019 between Q4 2025 and Q1 2026.
- Reported value moved from $21,976,831,090 to $24,748,435,355.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 2019 institutions filings for Q1 2026.
Security key
808524797
Latest holder period
Q1 2026
13F holders
2,019
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808524797:
As of 31 Mar 2026, 2,019 institutional investors reported holding 816,684,253 shares of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD).
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 816,684,253 | $24,748,435,355 | +$512,205,450 | $30.68 | 2,019 |
| 2025 Q4 | 800,890,658 | $21,976,831,090 | -$588,469,127 | $27.43 | 1,922 |
| 2025 Q3 | 811,097,986 | $22,135,772,543 | +$317,503,803 | $27.30 | 1,788 |
| 2025 Q2 | 794,096,649 | $21,065,595,295 | -$1,223,093,807 | $26.50 | 1,779 |
| 2025 Q1 | 865,775,264 | $24,172,809,696 | +$946,934,586 | $27.96 | 1,782 |
| 2024 Q4 | 830,711,810 | $22,732,706,833 | +$14,347,195,447 | $27.32 | 1,774 |
| 2024 Q3 | 257,934,557 | $21,792,866,799 | -$86,606,470 | $84.53 | 1,576 |
| 2024 Q2 | 261,936,193 | $20,373,511,304 | -$291,311,535 | $77.76 | 1,545 |
| 2024 Q1 | 265,105,705 | $21,319,602,996 | -$455,858,913 | $80.63 | 1,560 |
| 2023 Q4 | 270,120,362 | $20,565,353,118 | -$582,810,226 | $76.13 | 1,519 |
| 2023 Q3 | 272,520,055 | $19,301,175,317 | +$974,723,430 | $70.76 | 1,379 |
| 2023 Q2 | 257,814,756 | $18,723,541,384 | +$159,115,044 | $72.62 | 1,373 |
| 2023 Q1 | 252,923,264 | $18,501,570,991 | +$528,714,380 | $73.16 | 1,333 |
| 2022 Q4 | 244,555,652 | $18,477,944,333 | +$2,330,893,063 | $75.54 | 1,308 |
| 2022 Q3 | 209,406,157 | $13,926,078,027 | +$1,417,715,349 | $66.43 | 1,150 |
| 2022 Q2 | 188,774,481 | $13,528,611,525 | +$1,591,247,786 | $71.63 | 1,165 |
| 2022 Q1 | 166,672,248 | $13,146,165,554 | +$1,527,105,966 | $78.89 | 1,158 |
| 2021 Q4 | 147,184,693 | $11,890,299,669 | -$714,530,860 | $80.83 | 1,105 |
| 2021 Q3 | 149,891,611 | $11,130,816,261 | +$1,132,221,825 | $74.24 | 917 |
| 2021 Q2 | 135,268,299 | $10,228,960,891 | +$2,110,505,675 | $75.62 | 901 |
| 2021 Q1 | 107,508,242 | $7,843,557,208 | +$1,173,193,572 | $72.92 | 848 |
| 2020 Q4 | 90,448,134 | $5,805,548,320 | +$765,436,215 | $64.14 | 768 |
| 2020 Q3 | 77,318,000 | $4,281,343,461 | +$341,222,934 | $55.30 | 669 |
| 2020 Q2 | 71,617,867 | $3,708,345,154 | -$186,738,549 | $51.75 | 643 |
| 2020 Q1 | 75,311,708 | $3,392,256,043 | +$306,056,852 | $44.98 | 638 |
| 2019 Q4 | 68,265,297 | $3,954,606,802 | +$296,199,144 | $57.92 | 659 |
| 2019 Q3 | 60,846,414 | $3,333,671,304 | +$178,328,284 | $54.78 | 542 |
| 2019 Q2 | 57,208,289 | $3,038,849,857 | +$127,237,636 | $53.07 | 516 |
| 2019 Q1 | 55,202,170 | $2,886,921,277 | +$229,324,956 | $52.28 | 514 |
| 2018 Q4 | 48,298,243 | $2,271,695,384 | +$99,591,907 | $46.97 | 480 |
| 2018 Q3 | 42,340,468 | $2,242,335,470 | +$106,140,529 | $53.00 | 425 |
| 2018 Q2 | 40,694,578 | $2,005,857,455 | +$61,864,514 | $49.29 | 410 |
| 2018 Q1 | 39,219,641 | $1,922,383,038 | +$93,099,597 | $49.03 | 402 |
| 2017 Q4 | 38,299,598 | $1,961,097,878 | +$189,973,332 | $51.17 | 389 |
| 2017 Q3 | 32,643,054 | $1,528,396,271 | +$127,293,256 | $46.80 | 300 |
| 2017 Q2 | 29,837,796 | $1,346,002,436 | +$65,654,297 | $45.10 | 285 |
| 2017 Q1 | 28,387,956 | $1,265,426,780 | +$37,124,742 | $44.58 | 266 |
| 2016 Q4 | 27,550,945 | $1,200,324,058 | -$142,490,673 | $43.57 | 260 |
| 2016 Q3 | 27,679,361 | $1,170,904,132 | +$330,374,601 | $42.31 | 236 |
| 2016 Q2 | 20,041,936 | $830,626,899 | +$155,550,999 | $41.44 | 221 |
| 2016 Q1 | 15,995,072 | $641,180,053 | -$258,386,661 | $40.09 | 193 |
| 2015 Q4 | 22,382,887 | $863,270,083 | +$354,257,894 | $38.56 | 184 |
| 2015 Q3 | 12,868,000 | $463,207,258 | -$17,013,438 | $35.95 | 156 |
| 2015 Q2 | 13,253,826 | $507,565,721 | -$246,093,368 | $38.29 | 148 |
| 2015 Q1 | 19,708,089 | $776,579,805 | +$113,733,184 | $39.41 | 151 |
| 2014 Q4 | 16,162,118 | $643,236,516 | +$225,487,031 | $39.85 | 143 |
| 2014 Q3 | 9,694,137 | $371,289,661 | +$44,447,751 | $38.56 | 108 |
| 2014 Q2 | 8,457,462 | $323,672,047 | +$50,303,958 | $38.27 | 104 |
| 2014 Q1 | 7,372,475 | $272,210,387 | +$9,230,722 | $36.85 | 98 |