SCHWAB STRATEGIC TR - US DIVIDEND EQ (SCHD)

Historical Holders from Q1 2014 to Q1 2025

Symbol
SCHD
CUSIP
808524797
Type / Class
Equity / US DIVIDEND EQ
All holders as of December 31, 2024
Q4 2024
13F shares, excl. options
823M
Holdings value
$22.5B
% of all portfolios
0.248%
Grand Portfolio weight change
+0.026%
Number of holders
1747
Number of buys
1526
Number of sells
-94
Average Value change %
+0.15%
Average buys %
+0.167%
Average sells %
-0.013%
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 Q1 514M $14.4B +$349M $27.96 1,271
2024 Q4 823M $22.5B +$14.1B $27.32 1,747
2024 Q3 257M $21.8B -$100M $84.53 1,565
2024 Q2 261M $20.3B -$278M $77.76 1,529
2024 Q1 265M $21.3B -$533M $80.63 1,552
2023 Q4 267M $20.3B -$583M $76.13 1,472
2023 Q3 270M $19.1B +$495M $70.76 1,350
2023 Q2 248M $18B +$129M $72.62 1,343
2023 Q1 243M $17.8B +$445M $73.16 1,304
2022 Q4 243M $18.4B +$2.32B $75.54 1,282
2022 Q3 204M $13.6B +$1.4B $66.43 1,130
2022 Q2 184M $13.2B +$1.51B $71.63 1,144
2022 Q1 158M $12.5B +$1.46B $78.89 1,137
2021 Q4 147M $11.8B -$688M $80.83 1,091
2021 Q3 150M $11.1B +$1.11B $74.24 912
2021 Q2 135M $10.2B +$2.1B $75.62 892
2021 Q1 107M $7.83B +$1.17B $72.92 845
2020 Q4 90.3M $5.79B +$768M $64.14 763
2020 Q3 77.2M $4.28B +$336M $55.30 665
2020 Q2 71.6M $3.71B -$202M $51.75 640
2020 Q1 74.3M $3.35B +$305M $44.98 632
2019 Q4 67.9M $3.93B +$297M $57.92 653
2019 Q3 60.5M $3.31B +$178M $54.78 541
2019 Q2 57.2M $3.04B +$127M $53.07 516
2019 Q1 55.2M $2.89B +$225M $52.28 514
2018 Q4 48.3M $2.27B +$103M $46.97 479
2018 Q3 41.9M $2.22B +$86.1M $53.00 424
2018 Q2 40.7M $2.01B +$31.2M $49.29 410
2018 Q1 39.2M $1.92B +$92.8M $49.03 401
2017 Q4 38.3M $1.96B +$190M $51.17 389
2017 Q3 32.6M $1.53B +$127M $46.80 300
2017 Q2 29.8M $1.35B +$62.3M $45.10 285
2017 Q1 28.4M $1.27B +$37.2M $44.58 266
2016 Q4 27.6M $1.2B -$142M $43.57 260
2016 Q3 27.7M $1.17B +$330M $42.31 235
2016 Q2 20M $831M +$154M $41.44 221
2016 Q1 16M $641M -$254M $40.09 193
2015 Q4 14.6M $562M +$56.6M $38.56 183
2015 Q3 12.7M $459M -$12M $35.95 156
2015 Q2 13M $500M -$244M $38.29 148
2015 Q1 19.7M $776M +$118M $39.41 150
2014 Q4 16.2M $3.28M -$314K $0.04 142
2014 Q3 9.69M $371M +$44.7M $38.56 108
2014 Q2 8.46M $324M +$50.3M $38.27 104
2014 Q1 7.37M $272M +$9.91M $36.85 98