Surience Private Wealth LLC / SCHD
Surience Private Wealth LLC’s Schwab Strategic Tr Position
Does Surience Private Wealth LLC own Schwab Strategic Tr (SCHD)? Yes — 332.3K shares worth $10M (+10.94% of its 13F portfolio) as of Q1 2026, down from 428.7K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
332.3K
% of Portfolio
+10.94%
Quarters Held
2
currently held
Position History SCHD
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of SCHD.