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.
| 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 |
| 2024 Q4 | ADDED | 278,382 | +194,152 | +230.5% | 2.30% | $7.6M | $26.29 |
| 2024 Q3 | ADDED | 84,230 | +5,838 | +7.4% | 2.24% | $7.1M | $26.86 |
| 2024 Q2 | ADDED | 78,392 | +11,914 | +17.9% | 2.10% | $6.1M | $24.49 |
| 2023 Q4 | ADDED | 66,478 | +21,940 | +49.3% | 2.00% | $5.1M | $23.54 |
| 2023 Q3 | ADDED | 44,538 | +942 | +2.2% | 1.47% | $3.2M | $21.66 |
| 2023 Q2 | REDUCED | 43,596 | -29,467 | -40.3% | 1.50% | $3.2M | $22.03 |
As of 2025 Q4 — sorted by position size