SCHD — SCHWAB STRATEGIC TR

Ownership history in Squarepoint Ops LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Squarepoint Ops LLC 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
0.01% (2024 Q2)
Avg. % of fund
0.0%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 35,500 -175,400 -83.2% 0.00% $974K $27.43
2025 Q4 ADDED 210,900 +129,800 +160.0% 0.01% $5.8M $27.43
2025 Q3 REDUCED 81,100 -44,600 -35.5% 0.00% $2.2M $27.02
2025 Q3 ADDED 125,700 +52,557 +71.9% 0.00% $3.4M $27.02
24 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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