SCHR — SCHWAB STRATEGIC TR

Ownership history in Blake Schutter Theil Wealth Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Blake Schutter Theil Wealth Advisors, LLC reported a position in SCHWAB STRATEGIC TR (SCHR). 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
7.83% (2025 Q2)
Avg. % of fund
6.48%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 352,896 +51,530 +17.1% 7.28% $8.9M $24.92
2025 Q3 ADDED 301,366 +25,488 +9.2% 7.49% $7.6M $24.66
2025 Q2 ADDED 275,878 +17,668 +6.8% 7.83% $6.9M $24.32
2025 Q1 ADDED 258,210 +47,091 +22.3% 7.29% $6.4M $23.92
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHR price (monthly, adj. close)

Other funds also holding SCHR

As of 2025 Q4 — sorted by position size

Cornerstone Wealth Advisors, Inc. 3Y 21.95% HC Advisors, LLC 3Y 14.88% Hapanowicz & Associates Financial Services, Inc 3Y 7Y 13.13% Pacific Sage Partners, LLC 3Y 12.61% Beacon Wealthcare LLC 3Y 11.59% Crane Advisory, LLC 3Y 10.55% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 10.35% Downshift Financial, LLC 8.42% FLC Capital Advisors 3Y 7Y 7.15% Your Advocates Ltd., LLP 3Y 7.13%
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