SCHD fund manager activity
SCHWAB STRATEGIC TR. Reported by 4 tracked fund managers in their 13F filings, Q4 2019 to Q3 2026.
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Arnold Van Den Berg - Century Management | Trimmed | 1,899 | $51,843 | 0.01% | Nov 14, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 123,700 | $3,377,012 | 0.00% | Nov 12, 2025 |
| Joel Greenblatt - Gotham Asset Management | New | 38,389 | $1,048,020 | 0.00% | Nov 14, 2025 |
| David Katz - Matrix Asset Advisors | Trimmed | 15,383 | $419,974 | 0.04% | Oct 14, 2025 |
Q2 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|
| Arnold Van Den Berg - Century Management | Trimmed | 1,904 | $50,456 | 0.01% | Aug 14, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 71,084 | $1,883,754 | 0.00% | Aug 13, 2025 |
| David Katz - Matrix Asset Advisors | Added | 19,571 | $518,653 | 0.05% | Aug 13, 2025 |
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