SEC 13F Intelligence

Stuart Chaussee & Associates, Inc. / SCHD

Stuart Chaussee & Associates, Inc.’s Schwab Strategic Tr Position

Does Stuart Chaussee & Associates, Inc. own Schwab Strategic Tr (SCHD)? Not currently — the last reported position was 120.0K shares worth $10M in Q4 2021; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$10M
Q4 2021
Shares
120.0K
% of Portfolio
+4.18%
Quarters Held
3
position exited

Position History SCHD

Reported value by quarter
Q1 ’21: $2MQ1 ’21Q2 ’21: $36MQ2 ’21Q4 ’21: $10MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021120.0K$10M+4.18%
Q2 2021472.3K$36M+15.78%
Q1 202125.4K$2M+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stuart Chaussee & Associates, Inc.’s full portfolio or all institutional holders of SCHD.