ValuationViz

SCHD fund manager activity

SCHWAB STRATEGIC TR. Reported by 4 tracked fund managers in their 13F filings, Q4 2019 to Q3 2026.

Q3 2026

ManagerActivitySharesValue% of portfolioFiled
David Katz - Matrix Asset AdvisorsAdded6,579$214,0380.02%Oct 13, 2026

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Arnold Van Den Berg - Century ManagementNo change1,899$60,2170.01%Aug 14, 2026
Ken Fisher - Fisher Asset ManagementTrimmed47,519$1,506,8310.00%Aug 4, 2026
Joel Greenblatt - Gotham Asset ManagementAdded558,773$17,718,6920.04%Aug 14, 2026
David Katz - Matrix Asset AdvisorsAdded6,533$207,1730.02%Jul 15, 2026

Older quarters