SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / SCHD

Swaine & Leidel Wealth Services, LLC’s Schwab Strategic Tr Position

Does Swaine & Leidel Wealth Services, LLC own Schwab Strategic Tr (SCHD)? Yes — 2.1K shares worth $2M (+1.65% of its 13F portfolio) as of Q1 2022, down from 30.2K shares the prior filed quarter.

Position Value
$2M
Q1 2022
Shares
2.1K
% of Portfolio
+1.65%
Quarters Held
11
currently held

Position History SCHD

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $3MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ3 ’20Q4 ’20: $2MQ1 ’21: $2MQ1 ’21Q3 ’21: $2MQ1 ’22: $2MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20222.1K$2M+1.65%
Q3 202130.2K$2M+1.98%
Q1 202129.4K$2M+1.38%
Q4 202029.3K$2M+1.36%
Q3 202031.6K$2M+1.70%
Q2 202031.3K$2M+1.65%
Q1 202057.5K$3M+2.69%
Q4 201932.5K$2M+1.57%
Q3 201933.1K$2M+1.64%
Q2 201933.6K$2M+1.91%
Q1 201933.2K$2M+2.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of SCHD.