SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD)

Historical Holders from Q1 2014 to Q3 2025

Symbol
SCHD
Type / Class
Equity / US DIVIDEND EQ
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
811,229,516
Holdings value
$22,138,465,078
% of all portfolios
0.226%
Number of holders
1,770
Number of buys
855
Number of sells
-818
Average buys %
+0.01%
Average sells %
-0.04%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 811,229,516 $22,138,465,078 +$277,790,245 $27.3 1,770
2025 Q2 794,094,843 $21,065,547,436 -$1,223,050,320 $26.5 1,778
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 $55.3 669
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 $53 425
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 $46.8 300
2017 Q2 29,837,796 $1,346,002,436 +$65,654,297 $45.1 285
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