SEC 13F Intelligence

Dhk Financial Advisors, Inc. / SCHD

Dhk Financial Advisors, Inc.’s Schwab Strategic Tr Position

Does Dhk Financial Advisors, Inc. own Schwab Strategic Tr (SCHD)? Not currently — the last reported position was 48.0K shares worth $3M in Q2 2022; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$3M
Q2 2022
Shares
48.0K
% of Portfolio
+3.29%
Quarters Held
2
position exited

Position History SCHD

Reported value by quarter
Q1 ’22: $4MQ1 ’22Q2 ’22: $3MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202248.0K$3M+3.29%
Q1 202248.0K$4M+3.20%

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