PLANNING DIRECTIONS INC SCHD — SCHWAB STRATEGIC TR

Ownership history in PLANNING DIRECTIONS INC  ·  32 quarters on record

AI Ownership Summary

PLANNING DIRECTIONS INC reported SCHWAB STRATEGIC TR (SCHD) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 19.5% in 2025 Q2. The latest visible filing shows SCHD at 7.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PLANNING DIRECTIONS INC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHD was reported at 7.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.5% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHD stock page PLANNING DIRECTIONS INC fund profile PLANNING DIRECTIONS INC full holdings
How PLANNING DIRECTIONS INC held SCHD — position size vs. price
% of Fund (quarterly)    SCHD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 485,048 -859,612 -63.9% 7.53% $14.9M 2026-04-15 $30.65
2025 Q4 REDUCED — — — 1,344,660 -17,096 -1.3% 18.59% $36.9M 2026-01-21 $28.91
2025 Q3 ADDED — — — 1,361,756 +54,458 +4.2% 19.40% $37.2M 2025-11-13 $26.72
2025 Q2 ADDED — — — 1,307,298 +27,216 +2.1% 19.50% $34.6M 2025-08-01 $25.65
2025 Q1 ADDED — — — 1,280,082 +118,878 +10.2% 15.30% $35.8M 2025-04-30 $24.86
2024 Q4 ADDED — — — 1,161,204 +793,825 +216.1% 18.41% $31.7M 2025-02-06 $26.48
2024 Q3 ADDED — — — 367,379 +19,295 +5.5% 18.49% $31.1M 2024-11-07 $27.33
2024 Q2 ADDED — — — 348,084 +13,436 +4.0% 18.44% $27.1M 2024-08-09 $25.04
2024 Q1 ADDED — — — 334,648 +26,313 +8.5% 18.75% $27.0M 2024-05-09 $24.46
2023 Q4 ADDED — — — 308,335 +28,442 +10.2% 16.74% $23.5M 2024-01-31 $23.38
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHD

As of 2026 Q1 — sorted by position size

Charles Schwab Trust Bank 100.0% Keystone Financial Planning, Inc. 3Y 7Y 55.43% SUMITOMO LIFE INSURANCE CO 3Y 7Y 32.77% Sarver Vrooman Wealth Advisors 31.26% Fidelis Wealth Advisors LLC 19.72% HHM Wealth Advisors, LLC 3Y 7Y 18.21% BURKETT FINANCIAL SERVICES, LLC 18.11% MJT & Associates Financial Advisory Group, Inc. 17.04% Whelan Financial 3Y 16.91% truNorth Financial Services, Inc. 15.24%

FAQ About PLANNING DIRECTIONS INC and SCHD

These are the practical questions this page is built to answer before you even open the full history table.

How long has PLANNING DIRECTIONS INC reported owning SCHD?

PLANNING DIRECTIONS INC reported SCHD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHD position in PLANNING DIRECTIONS INC's portfolio?

The largest reported portfolio weight for SCHD was 19.50% in 2025 Q2.

What is the latest reported SCHD position on this page?

The most recent filing on this page is 2026 Q1, when PLANNING DIRECTIONS INC reported 485,048 shares, equal to 7.53% of portfolio, with an estimated market value of $14.9M.

What does the chart on this SCHD ownership page compare?

The chart compares PLANNING DIRECTIONS INC's quarterly SCHD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PLANNING DIRECTIONS INC time their SCHD position?

Based on 13F filing dates vs. subsequent SCHD price moves, PLANNING DIRECTIONS INC correctly timed 22 out of 31 reported position changes (71%). The annualised alpha on SCHD relative to SPY over the holding period was +3.5%.

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