SCHD fund manager activity
SCHWAB STRATEGIC TR. Reported by 4 tracked fund managers in their 13F filings, Q4 2019 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Arnold Van Den Berg - Century Management | No change | 1,899 | $58,261 | 0.01% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 68,026 | $2,087,040 | 0.00% | May 5, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 177,395 | $5,442,479 | 0.02% | May 15, 2026 |
| David Katz - Matrix Asset Advisors | New | 6,521 | $200,052 | 0.02% | Apr 22, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Arnold Van Den Berg - Century Management | No change | 1,899 | $52,090 | 0.01% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 56,230 | $1,542,398 | 0.00% | Feb 9, 2026 |
| Joel Greenblatt - Gotham Asset Management | No change | 38,389 | $1,053,010 | 0.00% | Feb 17, 2026 |
| David Katz - Matrix Asset Advisors | Sold out | — | — | 0.00% | Jan 16, 2026 |
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