Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
US ˙ ARCA ˙ US8085247976

SecuritySCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
InstitutionChris Bulman Inc
Latest Disclosed Ownership178,248 shares
Latest Disclosed Value $ 5,468,622
Chris Bulman Inc reports 11.67% increase in ownership of SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF

On April 13, 2026 - Chris Bulman Inc filed a 13F-HR form disclosing ownership of 178,248 shares of Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF (US:SCHD) valued at $5,468,649 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 159,619 shares of Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF. This represents a change in shares of 11.67% during the quarter. The current value of the position is $5,757,410 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 178,248 18,629 11.67 5,469 24.90 2.3954
2026-01-14 2025-12-31 13F SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 159,619 -58,979 -26.98 4,378 -26.63 1.9364
2025-10-20 2025-09-30 13F SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 218,598 49,143 29.00 5,968 32.90 2.9886
2025-07-14 2025-06-30 13F SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 169,455 49,270 41.00 4,491 33.63 2.5598
2025-04-15 2025-03-31 13F SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 120,185 47,893 66.25 3,360 70.13 2.1217
2025-02-10 2024-12-31 13F SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 72,292 62,976 676.00 1,975 150.95 1.2605
2024-10-22 2024-09-30 13F SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 9,316 9,316 787 0.5361
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.