SCHA — SCHWAB STRATEGIC TR

Ownership history in BCS Wealth Management  ·  22 quarters on record

This page tracks every 13F SEC filing in which BCS Wealth Management 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
2.73% (2021 Q2)
Avg. % of fund
1.91%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
22
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 359,359 +164,357 +84.3% 1.03% $10.2M $28.48
2025 Q3 REDUCED 195,002 -36,863 -15.9% 1.23% $5.4M $27.77
2025 Q2 ADDED 231,865 +30,963 +15.4% 1.26% $5.9M $25.11
2025 Q1 REDUCED 200,902 -15,392 -7.1% 1.21% $4.7M $23.17
18 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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