SCHD — SCHWAB STRATEGIC TR

Ownership history in Integrated Advisors Network LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Integrated Advisors Network 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
2.62% (2021 Q3)
Avg. % of fund
1.33%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 801,521 +99,911 +14.2% 0.97% $22.0M $27.43
2025 Q3 REDUCED 701,610 -21,500 -3.0% 0.80% $19.2M $27.02
2025 Q2 ADDED 723,110 +15,554 +2.2% 0.87% $19.2M $25.98
2025 Q1 REDUCED 707,556 -366,477 -34.1% 1.00% $19.8M $27.15
20 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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