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.
| 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 |
| 2024 Q3 | ADDED | 616,525 | +11,294 | +1.9% | 22.57% | $52.1M | $26.86 |
| 2024 Q2 | ADDED | 605,231 | +17,727 | +3.0% | 21.71% | $47.1M | $24.49 |
| 2024 Q1 | ADDED | 587,504 | +44,234 | +8.1% | 22.66% | $47.4M | $25.13 |
| 2023 Q4 | ADDED | 543,270 | +46,521 | +9.4% | 20.08% | $41.4M | $23.54 |
| 2023 Q3 | ADDED | 496,749 | +102,753 | +26.1% | 18.65% | $35.1M | $21.66 |
| 2023 Q2 | REDUCED | 393,996 | -11,417 | -2.8% | 17.26% | $28.6M | $22.03 |
As of 2025 Q4 — sorted by position size