Timescale Financial, Inc. / SCHD
Timescale Financial, Inc.’s Schwab Strategic Tr Position
Does Timescale Financial, Inc. own Schwab Strategic Tr (SCHD)? Yes — 537.9K shares worth $39M (+8.43% of its 13F portfolio) as of Q2 2023, up from 535.7K shares the prior filed quarter.
Position Value
$39M
Q2 2023
Shares
537.9K
% of Portfolio
+8.43%
Quarters Held
19
currently held
Position History SCHD
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2023 | 537.9K | $39M | +8.43% |
| Q1 2023 | 535.7K | $39M | +8.88% |
| Q4 2022 | 550.2K | $37M | +10.61% |
| Q3 2022 | 550.2K | $37M | +10.61% |
| Q2 2022 | 547.8K | $39M | +10.76% |
| Q1 2022 | 560.5K | $44M | +10.40% |
| Q4 2021 | 567.0K | $46M | +10.25% |
| Q3 2021 | 573.1K | $43M | +10.25% |
| Q2 2021 | 567.3K | $43M | +10.21% |
| Q1 2021 | 553.0K | $40M | +10.41% |
| Q4 2020 | 557.0K | $36M | +9.80% |
| Q3 2020 | 590.9K | $33M | +9.55% |
| Q2 2020 | 587.6K | $30M | +9.39% |
| Q1 2020 | 583.0K | $26M | +8.16% |
| Q4 2019 | 289.6K | $17M | +5.01% |
| Q3 2019 | 261.7K | $14M | +4.84% |
| Q2 2019 | 233.4K | $12M | +4.57% |
| Q1 2019 | 192.7K | $10M | +4.43% |
| Q4 2018 | 140.5K | $7M | +3.82% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Timescale Financial, Inc.’s full portfolio or all institutional holders of SCHD.