SEC 13F Intelligence

Orographic Financial Advisors, LLC / SCHD

Orographic Financial Advisors, LLC’s Schwab Strategic Tr Position

Does Orographic Financial Advisors, LLC own Schwab Strategic Tr (SCHD)? Yes136.2K shares worth $4M (+2.96% of its 13F portfolio) as of Q1 2026.

Position Value
$4M
Q1 2026
Shares
136.2K
% of Portfolio
+2.96%
Quarters Held
1
currently held

Position History SCHD

Reported value by quarter
Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026136.2K$4M+2.96%

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