BLUESTEM FINANCIAL ADVISORS, LLC SCHH — SCHWAB STRATEGIC TR

Ownership history in BLUESTEM FINANCIAL ADVISORS, LLC  ·  25 quarters on record

AI Ownership Summary

BLUESTEM FINANCIAL ADVISORS, LLC reported SCHWAB STRATEGIC TR (SCHH) in 25 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.22% in 2024 Q2. The latest visible filing shows SCHH at 0.19% 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 SCHH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BLUESTEM FINANCIAL 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 Q3

SCHH was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

SCHH stock page BLUESTEM FINANCIAL ADVISORS, LLC fund profile BLUESTEM FINANCIAL ADVISORS, LLC full holdings
How BLUESTEM FINANCIAL ADVISORS, LLC held SCHH — position size vs. price
% of Fund (quarterly)    SCHH 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 Q3 ADDED — — — 24,636 +198 +0.8% 0.19% $543K 2026-10-20 $22.62
2026 Q2 REDUCED — — — 24,438 -214 -0.9% 0.20% $579K 2026-07-22 $24.22
2026 Q1 ADDED — — — 24,652 +43 +0.2% 0.20% $530K 2026-04-29 $22.73
2025 Q4 REDUCED — — — 24,609 -38 -0.2% 0.20% $514K 2026-01-21 $21.11
2025 Q3 ADDED — — — 24,647 +1,868 +8.2% 0.21% $532K 2025-10-08 $20.55
2025 Q2 ADDED — — — 22,779 +2,243 +10.9% 0.21% $482K 2025-07-23 $20.96
2025 Q1 ADDED — — — 20,536 +26 +0.1% 0.21% $442K 2025-05-05 $20.34
2024 Q4 ADDED — — — 20,510 +60 +0.3% 0.20% $432K 2025-01-30 $20.24
2024 Q3 REDUCED 8.1% -9.0% ✅ 20,450 -1,799 -8.1% 0.22% $474K 2024-11-14 $20.86
2024 Q2 ADDED — — — 22,249 +1,515 +7.3% 0.22% $444K 2024-08-06 $20.17
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHH

As of 2026 Q3 — sorted by position size

ZynergyRetirementPlanningLLC 10.12% Pioneer Wealth Management Group 3Y 4.83% Frisco Financial Planning LLC 4.0% White & Co Financial Planning Inc 3.98% Courage Miller Partners, LLC 3Y 7Y 3.03% WEALTH MANAGEMENT RESOURCES, INC. 3Y 2.86% Williams Financial, LLC 3Y 2.76% Stanich Group LLC 2.7% Bestgate Wealth Advisors, LLC 1.99% Upper Left Wealth Management, LLC 3Y 1.96%

FAQ About BLUESTEM FINANCIAL ADVISORS, LLC and SCHH

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

How long has BLUESTEM FINANCIAL ADVISORS, LLC reported owning SCHH?

BLUESTEM FINANCIAL ADVISORS, LLC reported SCHH across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported SCHH position in BLUESTEM FINANCIAL ADVISORS, LLC's portfolio?

The largest reported portfolio weight for SCHH was 0.22% in 2024 Q2.

What is the latest reported SCHH position on this page?

The most recent filing on this page is 2026 Q3, when BLUESTEM FINANCIAL ADVISORS, LLC reported 24,636 shares, equal to 0.19% of portfolio, with an estimated market value of $543K.

What does the chart on this SCHH ownership page compare?

The chart compares BLUESTEM FINANCIAL ADVISORS, LLC's quarterly SCHH 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 BLUESTEM FINANCIAL ADVISORS, LLC time their SCHH position?

Based on 13F filing dates vs. subsequent SCHH price moves, BLUESTEM FINANCIAL ADVISORS, LLC correctly timed 16 out of 24 reported position changes (67%). The annualised alpha on SCHH relative to SPY over the holding period was -7.7%.

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