Srh Advisors, LLC’s Schwab Strategic Tr Position
Does Srh Advisors, LLC own Schwab Strategic Tr (SCHD)? Yes — 880.5K shares worth $27M (+7.73% of its 13F portfolio) as of Q1 2026, down from 882.6K shares the prior filed quarter.
Position Value
$27M
Q1 2026
Shares
880.5K
% of Portfolio
+7.73%
Quarters Held
30
currently held
Position History SCHD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 880.5K | $27M | +7.73% |
| Q4 2025 | 882.6K | $24M | +6.97% |
| Q3 2025 | 909.6K | $25M | +7.25% |
| Q2 2025 | 926.3K | $25M | +7.47% |
| Q1 2025 | 942.6K | $26M | +8.14% |
| Q4 2024 | 980.4K | $27M | +7.95% |
| Q3 2024 | 327.7K | $28M | +8.41% |
| Q2 2024 | 327.9K | $25M | +8.53% |
| Q1 2024 | 329.0K | $27M | +8.41% |
| Q4 2023 | 276.6K | $21M | +7.35% |
| Q3 2023 | 192.7K | $14M | +6.65% |
| Q2 2023 | 47.1K | $3M | +1.84% |
| Q1 2023 | 47.1K | $3M | +1.84% |
| Q4 2022 | 49.2K | $4M | +2.06% |
| Q3 2022 | 49.3K | $3M | +4.26% |
| Q2 2022 | 44.6K | $3M | +3.94% |
| Q1 2022 | 43.4K | $3M | +3.80% |
| Q4 2021 | 42.7K | $3M | +3.92% |
| Q3 2021 | 42.0K | $3M | +3.79% |
| Q2 2021 | 44.4K | $3M | +4.19% |
| Q1 2021 | 40.1K | $3M | +4.16% |
| Q4 2020 | 38.0K | $2M | +4.03% |
| Q3 2020 | 38.4K | $2M | +4.08% |
| Q2 2020 | 35.5K | $2M | +4.57% |
| Q1 2020 | 33.4K | $2M | +4.18% |
| Q4 2019 | 33.4K | $2M | +6.21% |
| Q3 2019 | 31.3K | $2M | +5.78% |
| Q2 2019 | 29.7K | $2M | +5.37% |
| Q1 2019 | 27.6K | $1M | +5.12% |
| Q4 2018 | 26.9K | $1M | +4.83% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Srh Advisors, LLC’s full portfolio or all institutional holders of SCHD.