Gradient Capital Advisors, LLC / SCHD
Gradient Capital Advisors, LLC’s Schwab Strategic Tr Position
Does Gradient Capital Advisors, LLC own Schwab Strategic Tr (SCHD)? Yes — 147.7K shares worth $5M (+1.09% of its 13F portfolio) as of Q2 2026, down from 149.0K shares the prior filed quarter.
Position Value
$5M
Q2 2026
Shares
147.7K
% of Portfolio
+1.09%
Quarters Held
31
currently held
Position History SCHD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 147.7K | $5M | +1.09% |
| Q1 2026 | 149.0K | $5M | +1.19% |
| Q4 2025 | 143.7K | $4M | +1.02% |
| Q3 2025 | 144.6K | $4M | +1.06% |
| Q2 2025 | 142.1K | $4M | +1.11% |
| Q1 2025 | 136.0K | $4M | +1.24% |
| Q4 2024 | 130.1K | $4M | +1.15% |
| Q3 2024 | 43.3K | $4M | +1.21% |
| Q2 2024 | 41.8K | $3M | +1.16% |
| Q1 2024 | 39.6K | $3M | +1.17% |
| Q4 2023 | 35.7K | $3M | +1.04% |
| Q3 2023 | 30.2K | $2M | +0.89% |
| Q2 2023 | 29.3K | $2M | +0.85% |
| Q1 2023 | 25.9K | $2M | +0.81% |
| Q4 2022 | 24.9K | $2M | +0.86% |
| Q3 2022 | 20.1K | $1M | +0.64% |
| Q2 2022 | 16.7K | $1M | +0.57% |
| Q1 2022 | 16.5K | $1M | +0.55% |
| Q4 2021 | 15.3K | $1M | +0.52% |
| Q3 2021 | 14.9K | $1M | +0.51% |
| Q2 2021 | 14.5K | $1M | +0.52% |
| Q1 2021 | 10.0K | $730,000 | +0.39% |
| Q4 2020 | 9.4K | $600,000 | +0.34% |
| Q3 2020 | 8.5K | $468,000 | +0.29% |
| Q2 2020 | 7.9K | $409,000 | +0.28% |
| Q1 2020 | 7.9K | $357,000 | +0.29% |
| Q4 2019 | 8.8K | $507,000 | +0.35% |
| Q3 2019 | 9.0K | $493,000 | +0.37% |
| Q2 2019 | 9.4K | $497,000 | +0.38% |
| Q1 2019 | 10.8K | $563,000 | +0.45% |
| Q4 2018 | 11.1K | $521,000 | +0.45% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gradient Capital Advisors, LLC’s full portfolio or all institutional holders of SCHD.