SCHK — SCHWAB STRATEGIC TR

Ownership history in Advisory Services Network, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SCHWAB STRATEGIC TR (SCHK). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 500 +250 +100.0% 0.00% $16K $32.02
2023 Q4 UNCHANGED 250 — 0% 0.00% $12K $22.48
2023 Q1 UNCHANGED 250 — 0% 0.00% $10K $19.08
2022 Q4 UNCHANGED 250 — 0% 0.00% $9K $17.75
2021 Q2 UNCHANGED 250 — 0% 0.00% $11K $20.06
2020 Q4 UNCHANGED 250 — 0% 0.00% $9K $17.48
2020 Q3 UNCHANGED 250 — 0% 0.00% $8K $15.36
2020 Q1 UNCHANGED 250 — 0% 0.00% $6K $11.56
2019 Q4 UNCHANGED 250 — 0% 0.00% $8K $14.48
2019 Q3 UNCHANGED 250 — 0% 0.00% $7K $13.29
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHK price (monthly, adj. close)

Other funds also holding SCHK

As of 2025 Q4 — sorted by position size

Warwick Investment Management, Inc. 3Y 17.7% Legacy Wealth Management, Inc 3Y 7Y 11.56% Blake Schutter Theil Wealth Advisors, LLC 6.75% ARMSTRONG ADVISORY GROUP, INC 3Y 5.6% WADDELL & ASSOCIATES, LLC 3Y 4.58% Financial Engines Advisors L.L.C. 3Y 7Y 2.71% ORSER CAPITAL MANAGEMENT, LLC 3Y 1.54% Catalyst Investment Management LLC 1.13% Sherrill & Hutchins Financial Advisory, Inc 1.07% CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 1.03%
← Back to Advisory Services Network, LLC Holdings