W ADVISORS, LLC SCHD — SCHWAB STRATEGIC TR

Ownership history in W ADVISORS, LLC  ·  13 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported SCHWAB STRATEGIC TR (SCHD) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.74% in 2026 Q1. The latest visible filing shows SCHD at 0.74% 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 W ADVISORS, LLC'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 Q1

SCHD was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2026 Q1

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 2026 Q1

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 W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 46,959 +120 +0.3% 0.74% $1.4M 2026-04-29 $31.45
2025 Q4 ADDED — — — 46,839 +2,283 +5.1% 0.65% $1.3M 2026-02-13 $31.34
2025 Q3 ADDED — — — 44,556 +4,047 +10.0% 0.64% $1.2M 2025-11-14 $26.74
2025 Q2 ADDED — — — 40,509 +7,533 +22.8% 0.62% $1.1M 2025-08-07 $26.01
2025 Q1 ADDED — — — 32,976 +2,319 +7.6% 0.58% $922K 2025-05-13 $25.33
2024 Q4 ADDED — — — 30,657 +21,803 +246.3% 0.52% $838K 2025-01-22 $26.64
2024 Q3 ADDED — — — 8,854 +1,488 +20.2% 0.46% $748K 2024-10-28 $26.77
2024 Q2 ADDED — — — 7,366 +641 +9.5% 0.38% $573K 2024-08-06 $24.79
2024 Q1 ADDED — — — 6,725 +439 +7.0% 0.37% $542K 2024-04-25 $23.97
2023 Q4 ADDED — — — 6,286 +627 +11.1% 0.35% $479K 2024-02-06 $23.54
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHD

As of 2026 Q1 — sorted by position size

Keystone Financial Planning, Inc. 3Y 7Y 55.43% Sarver Vrooman Wealth Advisors 31.26% HHM Wealth Advisors, LLC 3Y 7Y 18.21% BURKETT FINANCIAL SERVICES, LLC 18.11% MJT & Associates Financial Advisory Group, Inc. 17.04% Whelan Financial 3Y 16.91% Golden Reserve Retirement LLC 14.48% CGC Financial Services, LLC 14.33% eCIO, Inc. 13.72% Paradiem, LLC 3Y 12.39%

FAQ About W ADVISORS, LLC and SCHD

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

How long has W ADVISORS, LLC reported owning SCHD?

W ADVISORS, LLC reported SCHD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHD position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for SCHD was 0.74% in 2026 Q1.

What is the latest reported SCHD position on this page?

The most recent filing on this page is 2026 Q1, when W ADVISORS, LLC reported 46,959 shares, equal to 0.74% of portfolio, with an estimated market value of $1.4M.

What does the chart on this SCHD ownership page compare?

The chart compares W ADVISORS, LLC'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.

How well did W ADVISORS, LLC time their SCHD position?

Based on 13F filing dates vs. subsequent SCHD price moves, W ADVISORS, LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on SCHD relative to SPY over the holding period was -7.8%.

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