Bigelow Investment Advisors, LLC SCHB — SCHWAB STRATEGIC TR

Ownership history in Bigelow Investment Advisors, LLC  ·  35 quarters on record

AI Ownership Summary

Bigelow Investment Advisors, LLC reported SCHWAB STRATEGIC TR (SCHB) in 35 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.08% in 2024 Q1. The latest visible filing shows SCHB at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bigelow Investment Advisors, LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SCHB was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHB stock page Bigelow Investment Advisors, LLC fund profile Bigelow Investment Advisors, LLC full holdings
How Bigelow Investment Advisors, LLC held SCHB — position size vs. price
% of Fund (quarterly)    SCHB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 72,116 -964 -1.3% 0.76% $2.1M 2026-07-30 $28.68
2026 Q1 REDUCED 15.5% +14.8% ❌ 73,080 -13,362 -15.5% 0.73% $1.8M 2026-04-23 $27.31
2025 Q4 REDUCED — — — 86,442 -796 -0.9% 0.89% $2.3M 2026-01-28 $26.69
2025 Q3 REDUCED — — — 87,238 -325 -0.4% 0.90% $2.2M 2025-10-22 $25.52
2025 Q2 REDUCED — — — 87,563 -1,103 -1.2% 0.92% $2.1M 2025-07-10 $23.89
2025 Q1 REDUCED — — — 88,666 -3,445 -3.7% 0.91% $1.9M 2025-04-21 $19.51
2024 Q4 ADDED — — — 92,111 +58,589 +174.8% 0.98% $2.1M 2025-01-31 $22.96
2024 Q3 REDUCED 6.4% +3.1% ❌ 33,522 -2,273 -6.4% 0.99% $2.2M 2024-10-18 $22.15
2024 Q2 REDUCED — — — 35,795 -51 -0.1% 1.07% $2.3M 2024-08-08 $20.00
2024 Q1 REDUCED — — — 35,846 -192 -0.5% 1.08% $2.2M 2024-05-08 $19.53
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHB

As of 2026 Q2 — sorted by position size

HT Partners LLC 3Y 7Y 48.66% Appalachian Capital Management Ltd 33.14% Morton Brown Family Wealth, LLC 3Y 27.98% Strid Group, LLC 3Y 7Y 27.57% TruNorth Capital Management, LLC 25.35% REBALANCE, LLC 3Y 22.37% Hanson & Doremus Investment Management 3Y 7Y 20.73% ROBINSON SMITH WEALTH ADVISORS LLC 18.61% BOYUM WEALTH ARCHITECTS LLC 17.55% MANCHESTER FINANCIAL INC 3Y 7Y 17.41%

FAQ About Bigelow Investment Advisors, LLC and SCHB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bigelow Investment Advisors, LLC reported owning SCHB?

Bigelow Investment Advisors, LLC reported SCHB across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SCHB position in Bigelow Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for SCHB was 1.08% in 2024 Q1.

What is the latest reported SCHB position on this page?

The most recent filing on this page is 2026 Q2, when Bigelow Investment Advisors, LLC reported 72,116 shares, equal to 0.76% of portfolio, with an estimated market value of $2.1M.

What does the chart on this SCHB ownership page compare?

The chart compares Bigelow Investment Advisors, LLC's quarterly SCHB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bigelow Investment Advisors, LLC time their SCHB position?

Based on 13F filing dates vs. subsequent SCHB price moves, Bigelow Investment Advisors, LLC correctly timed 12 out of 33 reported position changes (36%). The annualised alpha on SCHB relative to SPY over the holding period was +61.2%.

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