SCHB β€” SCHWAB STRATEGIC TR

Ownership history in Carmichael Hill & Associates, Inc.  Β·  28 quarters on record

AI Ownership Summary

Carmichael Hill & Associates, Inc. reported SCHWAB STRATEGIC TR (SCHB) in 28 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 4.11% in 2024 Q2. The latest visible filing shows SCHB at 4.01% 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 Carmichael Hill & Associates, Inc.'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
2024 Q3

SCHB was reported at 4.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.11% 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
2023 Q4 to 2024 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.

SCHB stock page Carmichael Hill & Associates, Inc. fund profile Carmichael Hill & Associates, Inc. full holdings
How Carmichael Hill & Associates, Inc. held SCHB β€” position size vs. price
% of Fund (quarterly)    SCHB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 170,121 +3,258 +2.0% 4.01% $11.3M 2024-11-14 (Est.) $22.62
2024 Q2 ADDED 166,863 +1,882 +1.1% 4.11% $10.5M 2024-08-02 $20.14
2024 Q1 ADDED 164,981 +1,779 +1.1% 3.98% $10.1M 2024-04-24 $19.13
2023 Q4 ADDED 163,202 +7,139 +4.6% 3.76% $9.1M 2024-01-23 $18.34
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SCHB

As of 2026 Q1 β€” sorted by position size

HT Partners LLC 3Y 7Y 46.99% MYECFO, LLC 26.86% Hanson & Doremus Investment Management 3Y 7Y 20.33% Phil A. Younker & Associates, Ltd. 17.76% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 16.93% Stonekeep Investments, LLC 14.89% HHM Wealth Advisors, LLC 3Y 7Y 14.87% Davis Capital Management 3Y 14.21% Wynn Capital, LLC 12.03% Global Wealth Management, LLC 11.19%

FAQ About Carmichael Hill & Associates, Inc. and SCHB

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

How long has Carmichael Hill & Associates, Inc. reported owning SCHB?

Carmichael Hill & Associates, Inc. reported SCHB across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported SCHB position in Carmichael Hill & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SCHB was 4.11% in 2024 Q2.

What is the latest reported SCHB position on this page?

The most recent filing on this page is 2024 Q3, when Carmichael Hill & Associates, Inc. reported 170,121 shares, equal to 4.01% of portfolio, with an estimated market value of $11.3M.

What does the chart on this SCHB ownership page compare?

The chart compares Carmichael Hill & Associates, Inc.'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.

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