SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class: Equity / US DIVIDEND EQ
Symbol: SCHD
Price per share: $27.43
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares: 809,468,995
Total reported value: $22,090,285,750
% of total 13F portfolios: 0.23%
Share change: +11,907,655
Value change: +$332,644,477
Number of holders: 1,777

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

As of 30 Sep 2025, 1,777 institutional investors reported holding 809,468,995 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	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2025 Q4	105,175,913	$2,892,471,388	-$187,417,761			$27.43	475
2025 Q3	809,468,995	$22,090,285,750	+$332,644,477	$69,920,170	$134,070,609	$27.30	1,777
2025 Q2	794,096,649	$21,065,595,295	-$1,223,093,807	$71,542,050	$118,802,150	$26.50	1,779
2025 Q1	865,775,264	$24,172,809,696	+$946,934,586	$61,117,302	$135,823,939	$27.96	1,782
2024 Q4	830,711,810	$22,732,706,833	+$14,347,195,447	$73,311,590	$130,755,605	$27.32	1,774
2024 Q3	257,934,557	$21,792,866,799	-$86,606,470	$94,022,102	$159,923,179	$84.53	1,576
2024 Q2	261,936,193	$20,373,511,304	-$291,311,535	$54,012,096	$115,916,832	$77.76	1,545
2024 Q1	265,105,705	$21,319,602,996	-$455,858,913	$53,973,722	$154,229,064	$80.63	1,560
2023 Q4	270,120,362	$20,565,353,118	-$582,810,226	$59,946,762	$137,277,616	$76.13	1,519
2023 Q3	272,520,055	$19,301,175,317	+$974,723,430	$54,223,388	$89,596,312	$70.76	1,379
2023 Q2	257,814,756	$18,723,541,384	+$159,115,044	$68,080,652	$117,549,045	$72.62	1,373
2023 Q1	252,923,264	$18,501,570,991	+$528,714,380	$49,312,968	$93,350,892	$73.16	1,333
2022 Q4	244,555,652	$18,477,944,333	+$2,330,893,063	$49,297,866	$99,463,214	$75.54	1,308
2022 Q3	209,406,157	$13,926,078,027	+$1,417,715,349	$23,144,000	$49,278,000	$66.43	1,150
2022 Q2	188,774,481	$13,528,611,525	+$1,591,247,786	$30,315,000	$52,814,000	$71.63	1,165
2022 Q1	166,672,248	$13,146,165,554	+$1,527,105,966	$28,653,000	$34,462,000	$78.89	1,158
2021 Q4	147,184,693	$11,890,299,669	-$714,530,860	$13,903,000	$21,985,000	$80.83	1,105
2021 Q3	149,891,611	$11,130,816,261	+$1,132,221,825	$18,179,000	$17,607,000	$74.24	917
2021 Q2	135,268,299	$10,228,960,891	+$2,110,505,675	$14,976,000	$12,341,000	$75.62	901
2021 Q1	107,508,242	$7,843,557,208	+$1,173,193,572	$12,418,000	$11,098,000	$72.92	848
2020 Q4	90,448,134	$5,805,548,320	+$765,436,215	$10,198,000	$12,263,000	$64.14	768
2020 Q3	77,318,000	$4,281,343,461	+$341,222,934	$9,860,000	$11,696,000	$55.30	669
2020 Q2	71,617,867	$3,708,345,154	-$186,738,549	$4,978,000	$8,814,000	$51.75	643
2020 Q1	75,311,708	$3,392,256,043	+$306,056,852	$5,385,000	$3,176,000	$44.98	638
2019 Q4	68,265,297	$3,954,606,802	+$296,199,144	$4,199,000	$4,761,000	$57.92	659
2019 Q3	60,846,414	$3,333,671,304	+$178,328,284	$2,454,000	$4,667,000	$54.78	542
2019 Q2	57,208,289	$3,038,849,857	+$127,237,636	$1,444,000	$3,381,000	$53.07	516
2019 Q1	55,202,170	$2,886,921,277	+$229,324,956	$1,176,000	$2,677,000	$52.28	514
2018 Q4	48,298,243	$2,271,695,384	+$99,591,907	$950,000	$2,012,000	$46.97	480
2018 Q3	42,340,468	$2,242,335,470	+$106,140,529	$276,000	$1,500,000	$53.00	425
2018 Q2	40,694,578	$2,005,857,455	+$61,864,514	$846,000	$2,221,000	$49.29	410
2018 Q1	39,219,641	$1,922,383,038	+$93,099,597	$1,064,000	$2,016,000	$49.03	402
2017 Q4	38,299,598	$1,961,097,878	+$189,973,332	$650,000	$1,249,000	$51.17	389
2017 Q3	32,643,054	$1,528,396,271	+$127,293,256	$1,039,000	$2,532,000	$46.80	300
2017 Q2	29,837,796	$1,346,002,436	+$65,654,297	$1,122,000	$1,809,000	$45.10	285
2017 Q1	28,387,956	$1,265,426,780	+$37,124,742	$593,000	$1,560,000	$44.58	266
2016 Q4	27,550,945	$1,200,324,058	-$142,490,673	$444,000	$5,289,000	$43.57	260
2016 Q3	27,679,361	$1,170,904,132	+$330,374,601	$406,000	$4,601,000	$42.31	236
2016 Q2	20,041,936	$830,626,899	+$155,550,999	$787,000	$2,826,000	$41.44	221
2016 Q1	15,995,072	$641,180,053	-$258,386,661	$902,000	$657,000	$40.09	193
2015 Q4	22,382,887	$863,270,083	+$354,257,894	$544,000	$517,000	$38.56	184
2015 Q3	12,868,000	$463,207,258	-$17,013,438	$938,000	$1,330,000	$35.95	156
2015 Q2	13,253,826	$507,565,721	-$246,093,368	$996,000	$2,022,000	$38.29	148
2015 Q1	19,708,089	$776,579,805	+$113,733,184	$926,000	$615,000	$39.41	151
2014 Q4	16,162,118	$643,236,516	+$225,487,031	$1,315,000	$446,000	$39.85	143
2014 Q3	9,694,137	$371,289,661	+$44,447,751	$837,000		$38.56	108
2014 Q2	8,457,462	$323,672,047	+$50,303,958	$654,000		$38.27	104
2014 Q1	7,372,475	$272,210,387	+$9,230,722	$428,000	$0	$36.85	98