Usadvisors Wealth Management, LLC / SCHD
Usadvisors Wealth Management, LLC’s Schwab Strategic Tr Position
Does Usadvisors Wealth Management, LLC own Schwab Strategic Tr (SCHD)? Yes — 234.8K shares worth $7M (+2.38% of its 13F portfolio) as of Q1 2026, up from 224.6K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
234.8K
% of Portfolio
+2.38%
Quarters Held
29
currently held
Position History SCHD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 234.8K | $7M | +2.38% |
| Q4 2025 | 224.6K | $6M | +2.03% |
| Q3 2025 | 222.2K | $6M | +2.09% |
| Q2 2025 | 240.7K | $6M | +2.37% |
| Q1 2025 | 246.5K | $7M | +2.40% |
| Q4 2024 | 257.5K | $7M | +2.29% |
| Q3 2024 | 87.2K | $7M | +2.57% |
| Q2 2024 | 86.2K | $7M | +2.36% |
| Q1 2024 | 86.6K | $7M | +2.62% |
| Q4 2023 | 103.8K | $8M | +3.28% |
| Q3 2023 | 97.7K | $7M | +3.09% |
| Q2 2023 | 95.3K | $7M | +3.29% |
| Q1 2023 | 82.4K | $6M | +2.87% |
| Q4 2022 | 80.1K | $6M | +2.93% |
| Q3 2022 | 77.4K | $5M | +2.63% |
| Q2 2022 | 73.1K | $5M | +2.63% |
| Q4 2021 | 57.0K | $5M | +1.88% |
| Q3 2021 | 24.9K | $2M | +0.80% |
| Q2 2021 | 9.2K | $695,000 | +0.38% |
| Q1 2021 | 17.0K | $1M | +0.60% |
| Q4 2020 | 181.8K | $12M | +5.60% |
| Q3 2020 | 201.3K | $11M | +1.74% |
| Q2 2020 | 199.9K | $10M | +5.50% |
| Q1 2020 | 225.0K | $10M | +6.25% |
| Q4 2019 | 240.3K | $14M | +7.21% |
| Q3 2019 | 240.2K | $13M | +6.79% |
| Q2 2019 | 237.7K | $13M | +5.40% |
| Q1 2019 | 233.4K | $12M | +8.67% |
| Q4 2018 | 226.9K | $11M | +8.70% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of SCHD.