Latest Period
Q1 2026
Security Snapshot
SCHWAB STRATEGIC TR - US DIVIDEND EQ Institutional Ownership
CUSIP: 808524797
13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026
Institutions Reporting
117
Shares (Excl. Options)
59,050,133
Price
$30.68
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- Type / Class
- Equity / US DIVIDEND EQ
- Price per share
- $30.68
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 59,050,133
- Total reported value
- $1,773,114,849
- Share change
- 0
- Number of holders
- 117
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- 808524797 - SCHWAB STRATEGIC TR - US DIVIDEND EQ is tracked under CUSIP 808524797.
- 117 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 1 to 117 between Q4 2025 and Q1 2026.
- Reported value moved from $1,785,664 to $1,773,114,849.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 117 institutions filings for Q1 2026.
Security key
808524797
Latest holder period
Q1 2026
13F holders
117
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 808524797:
As of 31 Mar 2026, 117 institutional investors reported holding 59,050,133 shares of SCHWAB STRATEGIC TR - US DIVIDEND EQ.
Institutional Holders of SCHWAB STRATEGIC TR - US DIVIDEND EQ across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 59,050,133 | $1,773,114,849 | $30.68 | 117 | |
| 2025 Q4 | 65,099 | $1,785,664 | -$19,704,333 | $27.43 | 1 |
| 2024 Q2 | 4,005 | $311,459 | +$311 | $77.77 | 1 |
| 2024 Q1 | 4,001 | $322,590 | -$140,614 | $80.63 | 1 |
| 2023 Q4 | 5,745 | $437,367 | $76.13 | 1 |