Ownership history in WEALTHSPAN PARTNERS, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 179,033 | +48,538 | +37.2% | 1.78% | $4.9M | $27.43 |
| 2025 Q3 | ADDED | 130,495 | +6,079 | +4.9% | 1.36% | $3.6M | $27.02 |
| 2025 Q2 | ADDED | 124,416 | +20,898 | +20.2% | 1.36% | $3.3M | $25.98 |
| 2025 Q1 | ADDED | 103,518 | +18,210 | +21.3% | 1.34% | $2.9M | $27.15 |
| 2024 Q4 | ADDED | 85,308 | +69,284 | +432.4% | 1.11% | $2.3M | $26.29 |
| 2024 Q3 | ADDED | 16,024 | +11,052 | +222.3% | 0.67% | $1.4M | $26.86 |
| 2024 Q2 | ADDED | 4,972 | +1,916 | +62.7% | 0.21% | $387K | $24.49 |
| 2024 Q1 | INITIATED | 3,056 | — | — | 0.15% | $246K | — |
As of 2025 Q4 — sorted by position size