SEC 13F Intelligence

Olympus Wealth Management, LLC / SCHD

Olympus Wealth Management, LLC’s Schwab Strategic Tr Position

Does Olympus Wealth Management, LLC own Schwab Strategic Tr (SCHD)? Yes — 478.1K shares worth $13M (+4.26% of its 13F portfolio) as of Q2 2025, up from 433.6K shares the prior filed quarter.

Position Value
$13M
Q2 2025
Shares
478.1K
% of Portfolio
+4.26%
Quarters Held
8
currently held

Position History SCHD

Reported value by quarter
Q3 ’23: $21MQ3 ’23Q4 ’23: $22MQ4 ’23Q1 ’24: $19MQ1 ’24Q2 ’24: $33MQ2 ’24Q3 ’24: $32MQ3 ’24Q4 ’24: $29MQ4 ’24Q1 ’25: $12MQ1 ’25Q2 ’25: $13MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025478.1K$13M+4.26%
Q1 2025433.6K$12M+5.32%
Q4 20241.06M$29M+10.53%
Q3 2024372.9K$32M+10.84%
Q2 2024430.1K$33M+10.46%
Q1 2024237.9K$19M+11.37%
Q4 2023288.7K$22M+11.28%
Q3 2023288.9K$21M+11.30%

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