Hunter Associates Investment Management LLC / SCHD
Hunter Associates Investment Management LLC’s Schwab Strategic Tr Position
Does Hunter Associates Investment Management LLC own Schwab Strategic Tr (SCHD)? Yes — 571.2K shares worth $18M (+2.32% of its 13F portfolio) as of Q1 2026, down from 577.3K shares the prior filed quarter.
Position Value
$18M
Q1 2026
Shares
571.2K
% of Portfolio
+2.32%
Quarters Held
16
currently held
Position History SCHD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 571.2K | $18M | +2.32% |
| Q4 2025 | 577.3K | $16M | +2.12% |
| Q3 2025 | 586.6K | $16M | +2.23% |
| Q2 2025 | 663.9K | $18M | +2.61% |
| Q1 2025 | 689.2K | $19M | +2.97% |
| Q4 2024 | 700.7K | $19M | +2.91% |
| Q3 2024 | 207.2K | $18M | +2.71% |
| Q2 2024 | 190.4K | $15M | +2.49% |
| Q1 2024 | 148.2K | $12M | +2.01% |
| Q4 2023 | 137.3K | $10M | +1.92% |
| Q3 2023 | 130.6K | $9M | +1.88% |
| Q2 2023 | 114.9K | $8M | +1.63% |
| Q1 2023 | 77.8K | $6M | +1.22% |
| Q4 2022 | 30.7K | $2M | +0.56% |
| Q3 2022 | 21.5K | $1M | +0.37% |
| Q2 2022 | 14.5K | $1M | +0.26% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hunter Associates Investment Management LLC’s full portfolio or all institutional holders of SCHD.