Ownership history in PFG Advisors · 30 quarters on record
This page tracks every 13F SEC filing in which PFG Advisors 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 746,643 | -10,004 | -1.3% | 0.99% | $20.5M | $27.43 |
| 2025 Q3 | ADDED | 756,647 | +44,277 | +6.2% | 0.85% | $20.7M | $27.02 |
| 2025 Q1 | ADDED | 712,370 | +17,404 | +2.5% | 1.11% | $19.9M | $27.15 |
| 2024 Q4 | ADDED | 694,966 | +460,674 | +196.6% | 1.16% | $19.0M | $26.29 |
| 2024 Q3 | REDUCED | 234,292 | -2,326 | -1.0% | 1.25% | $19.8M | $26.86 |
| 2024 Q2 | ADDED | 236,618 | +4,069 | +1.7% | 1.24% | $18.4M | $24.49 |
| 2024 Q1 | ADDED | 232,549 | +8,934 | +4.0% | 1.37% | $18.8M | $25.13 |
| 2023 Q4 | REDUCED | 223,615 | -6,917 | -3.0% | 1.37% | $17.0M | $23.54 |
| 2023 Q3 | ADDED | 230,532 | +6,208 | +2.8% | 1.46% | $16.3M | $21.66 |
| 2023 Q2 | REDUCED | 224,324 | -8,613 | -3.7% | 1.24% | $16.3M | $22.03 |
As of 2025 Q4 — sorted by position size