SCHD Schwab Strategic Trust

Filed as SCHWAB STRATEGIC TR (US DIVIDEND EQ), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

In 2026 Q3 David Katz added to Schwab Strategic Trust.

Who owns this now

Largest portfolio weights among holders, up to 0.0% (David Katz, Matrix Asset Advisors). Not free-float ownership.

Sorted by value, long equity only, as of 2026 Q3.

					History
David Katz, Matrix Asset Advisors	0.02%	Add +0.7%	6,579	$214K	History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

No member of Congress reported trading SCHD in the last three years. 16 members listed it in 2025 annual reports.

All Congress trades

13Fs that reported it each quarter. Click a bar for that quarter’s holders.