SCHD SCHWAB STRATEGIC TR US DIVIDEN

Ownership history in SMITHBRIDGE ASSET MANAGEMENT INC/DE  ·  34 quarters on record

AI Ownership Summary

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported SCHWAB STRATEGIC TR US DIVIDEN (SCHD) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.83% in 2025 Q4. The latest visible filing shows SCHD at 1.83% 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 SMITHBRIDGE ASSET MANAGEMENT INC/DE's position in SCHWAB STRATEGIC TR US DIVIDEN, 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 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.83% in 2025 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.

How SMITHBRIDGE ASSET MANAGEMENT INC/DE held SCHD — position size vs. price
% of Fund (quarterly)    SCHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 780,928 +398,669 +104.3% 1.83% $21.4M 2026-02-14 (Est.) $31.34
2025 Q3 ADDED 382,259 +20,162 +5.6% 1.52% $10.4M 2025-10-29 $26.25
2025 Q2 ADDED 362,097 +60,608 +20.1% 1.68% $9.6M 2025-07-29 $26.42
2025 Q1 ADDED 301,489 +231,824 +332.8% 1.56% $8.4M 2025-04-16 $24.20
2024 Q3 REDUCED 69,665 -2,615 -3.6% 1.01% $5.9M 2024-10-24 $26.78
2024 Q2 REDUCED 72,280 -346 -0.5% 1.17% $5.6M 2024-07-19 $25.33
2024 Q1 ADDED 72,626 +176 +0.2% 1.21% $5.9M 2024-05-03 $24.10
2023 Q4 ADDED 72,450 +2,240 +3.2% 1.26% $5.5M 2024-01-18 $23.21
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SMITHBRIDGE ASSET MANAGEMENT INC/DE and SCHD

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

How long has SMITHBRIDGE ASSET MANAGEMENT INC/DE reported owning SCHD?

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported SCHD across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHD position in SMITHBRIDGE ASSET MANAGEMENT INC/DE's portfolio?

The largest reported portfolio weight for SCHD was 1.83% in 2025 Q4.

What is the latest reported SCHD position on this page?

The most recent filing on this page is 2025 Q4, when SMITHBRIDGE ASSET MANAGEMENT INC/DE reported 780,928 shares, equal to 1.83% of portfolio, with an estimated market value of $21.4M.

What does the chart on this SCHD ownership page compare?

The chart compares SMITHBRIDGE ASSET MANAGEMENT INC/DE'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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