SCHD

SCHWAB STRATEGIC TR

$32.67 ▲ +0.03%

Prev close $32.66

23 New Institutional Positions10 Institutional Exits

Snapshot

The big-picture read on SCHD right now — valuation, ownership and activity at a glance.

Inst. Holders

50 funds

Inst. Value

$13.0B

Inst. Activity

23 buys / 10 sells

Price chart 30d -6.7%

Daily candles (open–high–low–close) with volume. Green = up day, red = down day.

Vol

Recent activity

The latest filings, insider trades, analyst actions, press and options flow — newest first.

Sep 23, 2026 short_volume

Short Volume: SCHD — 55.0% short (7.6M / 13.8M)

Short: 7,613,219 | Exempt: 17,454 | TRF Vol: 13,840,612 | Short Ratio: 55.0% | Off-exchange volume (

Jun 30, 2026 Inst.

Rakuten Investment Management, Inc. — TRIM

47,138,834 shares ($1.5B)

Jun 30, 2026 Inst.

ROYAL BANK OF CANADA — ADD

11,007,943 shares ($349.1M)

Upcoming & catalyst events

Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.

Sep 23, 2026

short_volume

Short Volume: SCHD — 55.0% short (7.6M / 13.8M)

Short: 7,613,219 | Exempt: 17,454 | TRF Vol: 13,840,612 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)

Sep 22, 2026

short_volume

Short Volume: SCHD — 58.6% short (8.9M / 15.2M)

Short: 8,912,893 | Exempt: 7,508 | TRF Vol: 15,197,201 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)

Sep 9, 2026

ftd

FTD: SCHD — 24,894 shares ($0.9M) failed to deliver

Settlement: 20260909, Price: $34.41, FTD Value: $856,602.54, SCHWAB STRATEGIC TR US DIVIDEN

Sep 8, 2026

ftd

FTD: SCHD — 580,331 shares ($20.2M) failed to deliver

Settlement: 20260908, Price: $34.80, FTD Value: $20,195,518.8, SCHWAB STRATEGIC TR US DIVIDEN

Sep 7, 2026

dark_pool

Dark Pool: SCHD — 5.4M shares, 36,899 trades

Week starting 2026-09-07. Total ATS volume: 5,411,160 shares across 36,899 trades.

Institutional ownership

Which big funds own SCHD (from quarterly 13F filings) and who is adding or trimming.

50 institutional holders with $13.0B total value (409,105,607 shares) as of 2026-Q2. Top holders: Rakuten, BANK, LPL. Net buying activity: 23 institutions added/increased vs 10 reduced.

Top holders — 2026-Q2

Fund	Shares	Value	% Tracked	Last move
Rakuten Investment Management, Inc.	47,138,834	$1.5B	11.6%	TRIM -43.3%
BANK OF AMERICA CORP /DE/	35,964,374	$1.1B	8.8%	TRIM -34.3%
LPL Financial LLC	33,495,236	$1.1B	8.2%	—
MORGAN STANLEY	27,882,415	$884.2M	6.8%	—
Cetera Investment Advisers	25,487,103	$808.2M	6.2%	TRIM -30.1%
RAYMOND JAMES FINANCIAL INC	18,067,002	$572.9M	4.4%	—
ENVESTNET ASSET MANAGEMENT INC	17,667,059	$560.2M	4.3%	—
UBS Group AG	14,272,113	$452.6M	3.5%	—
Wealthspire Advisors, LLC	13,574,503	$430.4M	3.3%	—
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	13,398,710	$424.9M	3.3%	—

Recent position changes

Fund	Action	Prev	Current	Change	Value
Rakuten Investment Management, Inc.	TRIM	83,184,068	47,138,834	-43.3%	$1.5B
ROYAL BANK OF CANADA	ADD	8,655,941	11,007,943	+27.2%	$349.1M
MML INVESTORS SERVICES, LLC	ADD	5,368,583	6,750,017	+25.7%	$214.0M
JONES FINANCIAL COMPANIES LLLP	ADD	3,854,996	4,932,758	+28.0%	$158.3M
Mirae Asset Global Investments Co., Ltd.	ADD	1,631,844	2,075,065	+27.2%	$65.8M
Integrated Wealth Concepts LLC	ADD	1,100,333	1,478,320	+34.4%	$46.9M
Qube Research & Technologies Ltd	DOUBLED	41,778	1,191,565	+2752.1%	$37.8M
OneDigital Investment Advisors LLC	ADD	724,804	1,064,829	+46.9%	$33.8M
GOLDMAN SACHS GROUP INC	ADD	683,486	1,061,177	+55.3%	$33.6M
Allworth Financial LP	TRIM	1,495,297	985,149	-34.1%	$31.2M

Short interest & halts

FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SCHD.

Shares short

5,225,209

Settlement Sep 15, 2026

Change vs prior

+1.9%

Semi-monthly cycle

Days to cover

1.0

At avg daily volume