SCHF — SCHWAB STRATEGIC TR

Ownership history in BENJAMIN EDWARDS INC  ·  27 quarters on record

This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC 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
1.18% (2024 Q3)
Avg. % of fund
0.32%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,194,273 +257,887 +6.6% 1.12% $100.8M $24.04
2025 Q3 ADDED 3,936,386 +226,850 +6.1% 1.04% $91.6M $22.63
2025 Q2 ADDED 3,709,536 +138,166 +3.9% 1.04% $82.0M $21.49
2025 Q1 REDUCED 3,571,370 -607,979 -14.5% 0.99% $70.6M $19.10
23 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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