SEC 13F Intelligence

Win Advisors, Inc / SCHD

Win Advisors, Inc’s Schwab Strategic Tr Position

Does Win Advisors, Inc own Schwab Strategic Tr (SCHD)? Yes — 201.8K shares worth $6M (+2.83% of its 13F portfolio) as of Q1 2026, up from 147.3K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
201.8K
% of Portfolio
+2.83%
Quarters Held
8
currently held

Position History SCHD

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $18MQ1 ’22Q2 ’22: $83,000Q2 ’22Q3 ’22: $11,000Q3 ’22Q4 ’22: $2,342Q4 ’22Q4 ’23: $12MQ4 ’23Q1 ’25: $4MQ1 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026201.8K$6M+2.83%
Q1 2025147.3K$4M+2.12%
Q4 2023158.5K$12M+5.47%
Q4 202231$2,3420.00%
Q3 2022165$11,0000.00%
Q2 20221.2K$83,000+0.16%
Q1 2022225.7K$18M+4.68%
Q4 202182.5K$7M+1.53%

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