Virginia Estate & Retirement Planning Advisors Inc. SCHD — SCHWAB STRATEGIC TR

Ownership history in Virginia Estate & Retirement Planning Advisors Inc.  ·  1 quarter on record

AI Ownership Summary

Virginia Estate & Retirement Planning Advisors Inc. reported SCHWAB STRATEGIC TR (SCHD) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 13.12% in 2026 Q2. The latest visible filing shows SCHD at 13.12% 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.

What this SCHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Virginia Estate & Retirement Planning Advisors Inc.'s position in SCHWAB STRATEGIC TR, 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
2026 Q2

SCHD was reported at 13.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.12% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

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.

SCHD stock page Virginia Estate & Retirement Planning Advisors Inc. fund profile Virginia Estate & Retirement Planning Advisors Inc. full holdings
How Virginia Estate & Retirement Planning Advisors Inc. 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 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED — — — 10,533,989 — — 13.12% $10.9M 2026-07-28 $33.62

🏢 Other funds also holding SCHD

As of 2026 Q3 — sorted by position size

Sarver Vrooman Wealth Advisors 32.43% BURKETT FINANCIAL SERVICES, LLC 16.64% Planning Strategies Inc. 0.27% GoalVest Advisory LLC 3Y 0.06% Versant Capital Management, Inc 3Y 7Y 0.06% Roxbury Financial LLC 0.05% Stonebridge Financial Group, LLC 0.02% Noble Wealth Management PBC 0.0% Coastline Trust Co 3Y 7Y 0.0%

FAQ About Virginia Estate & Retirement Planning Advisors Inc. and SCHD

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

How long has Virginia Estate & Retirement Planning Advisors Inc. reported owning SCHD?

Virginia Estate & Retirement Planning Advisors Inc. reported SCHD across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported SCHD position in Virginia Estate & Retirement Planning Advisors Inc.'s portfolio?

The largest reported portfolio weight for SCHD was 13.12% in 2026 Q2.

What is the latest reported SCHD position on this page?

The most recent filing on this page is 2026 Q2, when Virginia Estate & Retirement Planning Advisors Inc. reported 10,533,989 shares, equal to 13.12% of portfolio, with an estimated market value of $10.9M.

What does the chart on this SCHD ownership page compare?

The chart compares Virginia Estate & Retirement Planning Advisors Inc.'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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