SCHD — SCHWAB STRATEGIC TR

Ownership history in Reliant Wealth Planning  ·  14 quarters on record

This page tracks every 13F SEC filing in which Reliant Wealth Planning 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
22.66% (2024 Q1)
Avg. % of fund
18.14%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,664,663 +14,279 +0.9% 14.73% $45.4M $27.02
2025 Q2 ADDED 1,650,384 +70,061 +4.4% 17.07% $43.7M $25.98
2025 Q1 REDUCED 1,580,323 -4,043 -0.3% 20.16% $44.2M $27.15
2024 Q4 ADDED 1,584,366 +967,841 +157.0% 20.30% $43.3M $26.29
10 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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