Capasso Planning Partners LLC SCHX — SCHWAB STRATEGIC TR

Ownership history in Capasso Planning Partners LLC  ·  16 quarters on record

AI Ownership Summary

Capasso Planning Partners LLC reported SCHWAB STRATEGIC TR (SCHX) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.92% in 2024 Q3. The latest visible filing shows SCHX at 0.33% 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 SCHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capasso Planning Partners 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
2025 Q4

SCHX was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

SCHX stock page Capasso Planning Partners LLC fund profile Capasso Planning Partners LLC full holdings
How Capasso Planning Partners LLC held SCHX — position size vs. price
% of Fund (quarterly)    SCHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 18.8% -4.4% ✅ 22,664 -5,251 -18.8% 0.33% $610K 2026-02-14 (Est.) $26.80
2025 Q3 REDUCED 49.3% +3.4% ❌ 27,915 -27,110 -49.3% 0.45% $735K 2025-11-12 $26.84
2025 Q2 REDUCED 25.9% +7.8% ❌ 55,025 -19,193 -25.9% 0.76% $1.3M 2025-08-06 $24.85
2025 Q1 REDUCED — — — 74,218 -3,396 -4.4% 0.69% $1.6M 2025-04-24 $21.36
2024 Q4 ADDED — — — 77,614 +33,703 +76.8% 0.72% $1.8M 2025-02-10 $23.65
2024 Q3 ADDED — — — 43,911 +23,634 +116.6% 0.92% $2.8M 2024-12-02 $23.54
2024 Q1 ADDED — — — 20,277 +3,404 +20.2% 0.52% $1.3M 2024-04-24 $19.48
2023 Q4 ADDED — — — 16,873 +1,134 +7.2% 0.44% $952K 2024-01-26 $18.74
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHX

As of 2026 Q1 — sorted by position size

FSA Investment Group, LLC 39.21% SAGE FINANCIAL GROUP INC 3Y 7Y 38.55% Benson Investment Management Company, Inc. 3Y 7Y 34.32% SIMS INVESTMENT MANAGEMENT, LLC 31.15% Sherwood Financial Partners, LLC 31.12% Northwest Quadrant Wealth Management, LLC 3Y 7Y 28.22% Koss-Olinger Consulting, LLC 3Y 22.55% Richardson Capital Management LLC 22.23% HBK Sorce Advisory LLC 3Y 7Y 20.05% Gordian Advisors LLC 18.85%

FAQ About Capasso Planning Partners LLC and SCHX

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

How long has Capasso Planning Partners LLC reported owning SCHX?

Capasso Planning Partners LLC reported SCHX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHX position in Capasso Planning Partners LLC's portfolio?

The largest reported portfolio weight for SCHX was 0.92% in 2024 Q3.

What is the latest reported SCHX position on this page?

The most recent filing on this page is 2025 Q4, when Capasso Planning Partners LLC reported 22,664 shares, equal to 0.33% of portfolio, with an estimated market value of $610K.

What does the chart on this SCHX ownership page compare?

The chart compares Capasso Planning Partners LLC's quarterly SCHX 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 Capasso Planning Partners LLC time their SCHX position?

Based on 13F filing dates vs. subsequent SCHX price moves, Capasso Planning Partners LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on SCHX relative to SPY over the holding period was -0.4%.

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