SCHD — SCHWAB STRATEGIC TR

Ownership history in Bison Wealth, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in SCHWAB STRATEGIC TR (SCHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.66% (2024 Q4)
Avg. % of fund
0.81%
First filed
2017 Q4
Last filed
2024 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 441,394 +309,400 +234.4% 2.66% $12.1M $26.29
2024 Q3 ADDED 131,994 +54,555 +70.4% 1.78% $11.2M $26.86
2024 Q2 UNCHANGED 77,439 — 0% 1.02% $6.2M $24.49
2024 Q1 ADDED 77,439 +2,294 +3.1% 1.01% $6.2M $25.13
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHD price (monthly, adj. close)

Other funds also holding SCHD

As of 2025 Q4 — sorted by position size

Keystone Financial Planning, Inc. 3Y 7Y 48.03% PLANNING DIRECTIONS INC 3Y 7Y 18.59% Fidelis Wealth Advisors LLC 17.45% HHM Wealth Advisors, LLC 3Y 7Y 16.2% BURKETT FINANCIAL SERVICES, LLC 16.16% Whelan Financial 3Y 15.25% truNorth Financial Services, Inc. 14.04% SURIENCE PRIVATE WEALTH LLC 3Y 12.63% Clark Wealth Partners 12.51% Paradigm, Strategies in Wealth Management, LLC 3Y 12.33%
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