SEC 13F Intelligence

Sweet Financial Partners, LLC / SCHD

Sweet Financial Partners, LLC’s Schwab Strategic Tr Position

Does Sweet Financial Partners, LLC own Schwab Strategic Tr (SCHD)? Yes — 279.5K shares worth $24M (+5.12% of its 13F portfolio) as of Q3 2024, down from 288.1K shares the prior filed quarter.

Position Value
$24M
Q3 2024
Shares
279.5K
% of Portfolio
+5.12%
Quarters Held
7
currently held

Position History SCHD

Reported value by quarter
Q1 ’23: $18MQ1 ’23Q2 ’23: $21MQ2 ’23Q3 ’23: $21MQ3 ’23Q4 ’23: $20MQ4 ’23Q1 ’24: $23MQ1 ’24Q2 ’24: $22MQ2 ’24Q3 ’24: $24MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024279.5K$24M+5.12%
Q2 2024288.1K$22M+5.12%
Q1 2024288.3K$23M+5.37%
Q4 2023267.5K$20M+4.84%
Q3 2023291.9K$21M+5.47%
Q2 2023291.9K$21M+5.52%
Q1 2023250.2K$18M+5.06%

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