Follow-The-Filings

Security · featured owners

SCHD Schwab Strategic Tr

US DIVIDEND EQ Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 0.0%
  • $267K
  • 1 add

Who owns this now

Largest portfolio weights among featured holders · max 0.0% (David Katz - Matrix Asset Advisors) · not free-float ownership

  1. David Katz add 0.02%
  2. Arnold Van Den Berg 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
David Katz - Matrix Asset Advisors 2026 Q2 0.02% Add +0.2% 6,533 $207K history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 0.01% Hold 1,899 $60K history

ownership over time

filing count by report period · click a bar for that quarter’s holders