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PaperPanda Equity Terminal
SCHD —
SCHWAB STRATEGIC TR
CUSIP: 808524797 · Held by 2 superinvestors · Combined value: $37,919,045
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $37,718,993 | 1,375,100 | ADD | +112,794 |
| 2 | David Katz | 0.0% | $200,052 | 6,521 | NEW BUY | +6,521 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Katz | NEW BUY | +6,521 | New |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | ADD | +112,794 | +8.9% |
| David Katz | SOLD | -15,383 | Exit |
| Jim Simons | SOLD | -260,474 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +260,474 | New |
| Ken Griffin | ADD | +410,206 | +48.1% |
Who Owns SCHD? Superinvestor Holdings
SCHWAB STRATEGIC TR is held by 2 tracked superinvestors, with a combined position value of $38 million . The largest positions are held by Ken Griffin (0.0% of portfolio), David Katz (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions.