Hilltop National Bank SCHD — CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Ownership history in Hilltop National Bank  ·  8 quarters on record

AI Ownership Summary

Hilltop National Bank reported CHARLES SCHWAB INVESTMENT MANAGEMENT INC (SCHD) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.38% in 2024 Q3. The latest visible filing shows SCHD at 0.29% 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.

What this SCHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hilltop National Bank's position in CHARLES SCHWAB INVESTMENT MANAGEMENT INC, 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
2026 Q2

SCHD was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

SCHD stock page Hilltop National Bank fund profile Hilltop National Bank full holdings
How Hilltop National Bank held SCHD — position size vs. price
% of Fund (quarterly)    SCHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 43,170 — 0% 0.29% $1.4M 2026-07-02 $32.39
2026 Q1 REDUCED — — — 43,170 -1,980 -4.4% 0.31% $1.3M 2026-04-02 $30.32
2025 Q4 UNCHANGED — — — 45,150 — 0% 0.30% $1.2M 2026-01-07 $27.45
2025 Q3 UNCHANGED — — — 45,150 — 0% 0.30% $1.2M 2025-10-08 $26.47
2025 Q2 ADDED — — — 45,150 +716 +1.6% 0.31% $1.2M 2025-07-21 $26.00
2024 Q4 ADDED — — — 44,434 +29,808 +203.8% 0.37% $1.2M 2025-01-10 $25.57
2024 Q3 ADDED — — — 14,626 +1,450 +11.0% 0.38% $1.2M 2024-10-15 $26.80
2024 Q2 INITIATED — — — 13,176 — — 0.33% $1.0M 2024-07-10 $24.13

🏢 Other funds also holding SCHD

As of 2026 Q2 — sorted by position size

Sarver Vrooman Wealth Advisors 31.82% BURKETT FINANCIAL SERVICES, LLC 16.95% Financial Management, Inc. 1.1% COLLECTIVE FAMILY OFFICE LLC 3Y 0.71% Brick & Kyle, Associates 3Y 7Y 0.21% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.08% Roxbury Financial LLC 0.05% Versant Capital Management, Inc 3Y 7Y 0.05% EASTERN BANK 3Y 7Y 0.04% KERR FINANCIAL PLANNING Corp 0.04%

FAQ About Hilltop National Bank and SCHD

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

How long has Hilltop National Bank reported owning SCHD?

Hilltop National Bank reported SCHD across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported SCHD position in Hilltop National Bank's portfolio?

The largest reported portfolio weight for SCHD was 0.38% in 2024 Q3.

What is the latest reported SCHD position on this page?

The most recent filing on this page is 2026 Q2, when Hilltop National Bank reported 43,170 shares, equal to 0.29% of portfolio, with an estimated market value of $1.4M.

What does the chart on this SCHD ownership page compare?

The chart compares Hilltop National Bank'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.

How well did Hilltop National Bank time their SCHD position?

Based on 13F filing dates vs. subsequent SCHD price moves, Hilltop National Bank correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SCHD relative to SPY over the holding period was -0.9%.

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