SCHD — SCHWAB STRATEGIC TR

Ownership history in PLANNING ALTERNATIVES LTD /ADV  ·  42 quarters on record

AI Ownership Summary

PLANNING ALTERNATIVES LTD /ADV reported SCHWAB STRATEGIC TR (SCHD) in 42 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.32% in 2023 Q4. The latest visible filing shows SCHD at 0.21% 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 PLANNING ALTERNATIVES LTD /ADV'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 Q4

SCHD was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 PLANNING ALTERNATIVES LTD /ADV fund profile PLANNING ALTERNATIVES LTD /ADV full holdings
How PLANNING ALTERNATIVES LTD /ADV held SCHD — position size vs. price
% of Fund (quarterly)    SCHD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 61,540 -978 -1.6% 0.21% $1.7M 2026-02-14 (Est.) $31.34
2025 Q3 REDUCED 62,518 -601 -1.0% 0.22% $1.7M 2025-11-12 $26.69
2025 Q2 REDUCED 63,119 -1,484 -2.3% 0.23% $1.7M 2025-08-12 $26.35
2025 Q1 REDUCED 64,603 -1,955 -2.9% 0.28% $1.8M 2025-05-09 $24.77
2024 Q4 ADDED 66,558 +43,751 +191.8% 0.28% $1.8M 2025-02-06 $26.48
2024 Q3 REDUCED 22,807 -494 -2.1% 0.29% $1.9M 2024-11-12 $27.33
2024 Q2 REDUCED 23,301 -178 -0.8% 0.29% $1.8M 2024-07-25 $25.35
2024 Q1 REDUCED 23,479 -196 -0.8% 0.31% $1.9M 2024-04-17 $23.43
2023 Q4 REDUCED 23,675 -292 -1.2% 0.32% $1.8M 2024-01-23 $23.59
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHD

As of 2026 Q1 — sorted by position size

Keystone Financial Planning, Inc. 3Y 7Y 55.43% BURKETT FINANCIAL SERVICES, LLC 18.11% MJT & Associates Financial Advisory Group, Inc. 17.04% Spinnaker Investment Group, LLC 3Y 10.72% Noble Family Wealth, LLC 9.53% Karras Company, Inc. 9.19% Financial Insights, Inc. 3Y 7Y 8.36% Crescent Sterling, Ltd. 3Y 8.01% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 7.24% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 6.72%

FAQ About PLANNING ALTERNATIVES LTD /ADV and SCHD

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

How long has PLANNING ALTERNATIVES LTD /ADV reported owning SCHD?

PLANNING ALTERNATIVES LTD /ADV reported SCHD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHD position in PLANNING ALTERNATIVES LTD /ADV's portfolio?

The largest reported portfolio weight for SCHD was 0.32% in 2023 Q4.

What is the latest reported SCHD position on this page?

The most recent filing on this page is 2025 Q4, when PLANNING ALTERNATIVES LTD /ADV reported 61,540 shares, equal to 0.21% of portfolio, with an estimated market value of $1.7M.

What does the chart on this SCHD ownership page compare?

The chart compares PLANNING ALTERNATIVES LTD /ADV'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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