SCHA — SCHWAB STRATEGIC TR

Ownership history in Advisory Alpha, LLC  ·  38 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in SCHWAB STRATEGIC TR (SCHA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
10.93% (2020 Q3)
Avg. % of fund
3.37%
First filed
2016 Q2
Last filed
2025 Q4
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,976,304 -47,448 -1.2% 3.08% $113.2M $28.48
2025 Q3 ADDED 4,023,752 +346,784 +9.4% 3.15% $113.0M $27.77
2025 Q2 ADDED 3,676,968 +1,636,349 +80.2% 2.90% $93.0M $25.11
2025 Q1 REDUCED 2,040,619 -2,192,346 -51.8% 2.96% $47.8M $23.17
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHA price (monthly, adj. close)

Other funds also holding SCHA

As of 2025 Q4 — sorted by position size

93 Financial Group, LLC 20.69% SIMS INVESTMENT MANAGEMENT, LLC 18.43% Strategic Financial Planning, Inc. 3Y 11.41% ZynergyRetirementPlanningLLC 10.2% FIDELIS iM, LLC 3Y 9.1% Mokosak Advisory Group, LLC 3Y 7Y 8.7% ForthRight Wealth Management, LLC 3Y 7.79% Waterford Advisors, LLC 3Y 7.51% Joule Financial, LLC 3Y 6.85% Ascension Capital Advisors, Inc. 3Y 6.84%
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