SCHD β€” SCHWAB STRATEGIC TR

Ownership history in BARCLAYS PLC  Β·  6 quarters on record

AI Ownership Summary

BARCLAYS PLC reported SCHWAB STRATEGIC TR (SCHD) in 6 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows SCHD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BARCLAYS PLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCHD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BARCLAYS PLC held SCHD β€” position size vs. price
% of Fund (quarterly)    SCHD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 3,500 +1,800 +105.9% 0.00% $96K 2025-11-12 $26.91
2025 Q1 REDUCED 1,700 -1,000 -37.0% 0.00% $48K 2025-05-15 $25.65
2024 Q4 REDUCED 2,700 -20,625 -88.4% 0.00% $74K 2025-02-13 $26.80
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About BARCLAYS PLC and SCHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BARCLAYS PLC reported owning SCHD?

BARCLAYS PLC reported SCHD across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SCHD position in BARCLAYS PLC's portfolio?

The largest reported portfolio weight for SCHD was 0.00% in 2024 Q4.

What is the latest reported SCHD position on this page?

The most recent filing on this page is 2025 Q3, when BARCLAYS PLC reported 3,500 shares, equal to 0.00% of portfolio, with an estimated market value of $96K.

What does the chart on this SCHD ownership page compare?

The chart compares BARCLAYS PLC's quarterly SCHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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