SCHD — SCHWAB STRATEGIC TR

Ownership history in Platform Technology Partners  ·  19 quarters on record

This page tracks every 13F SEC filing in which Platform Technology Partners 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
3.05% (2022 Q3)
Avg. % of fund
2.27%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 350,652 +27,926 +8.7% 2.05% $9.6M $27.43
2025 Q3 ADDED 322,726 +12,801 +4.1% 2.11% $8.8M $27.02
2025 Q2 ADDED 309,925 +9,872 +3.3% 2.14% $8.2M $25.98
2025 Q1 ADDED 300,053 +21,671 +7.8% 2.44% $8.4M $27.15
15 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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