SCHF — 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 (SCHF). 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
3.43% (2025 Q3)
Avg. % of fund
2.24%
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 1,311,915 +658,747 +100.9% 3.19% $31.5M $24.04
2025 Q3 ADDED 653,168 +11,777 +1.8% 3.43% $15.2M $22.63
2025 Q2 ADDED 641,391 +135,946 +26.9% 3.05% $14.2M $21.49
2025 Q1 ADDED 505,445 +44,863 +9.7% 2.57% $10.0M $19.10
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHF price (monthly, adj. close)

Other funds also holding SCHF

As of 2025 Q4 — sorted by position size

Blue Barn Wealth, LLC 3Y 19.85% Evergreen Advisors, LLC 3Y 7Y 14.37% BUSH INVESTMENT GROUP, LLC 13.93% ZynergyRetirementPlanningLLC 13.91% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 12.03% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 11.95% Empower Advisory Group, LLC 11.74% Red Tortoise LLC 3Y 11.64% Koesten, Hirschmann & Crabtree, INC. 3Y 11.42% Gemmer Asset Management LLC 3Y 7Y 11.01%
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