SCHM 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 (SCHM) in 28 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.36% in 2024 Q1. The latest visible filing shows SCHM at 1.32% 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 SCHM 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

SCHM was reported at 1.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% 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
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.

SCHM stock page Carmichael Hill & Associates, Inc. fund profile Carmichael Hill & Associates, Inc. full holdings
How Carmichael Hill & Associates, Inc. held SCHM β€” position size vs. price
% of Fund (quarterly)    SCHM 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 44,889 +906 +2.1% 1.32% $3.7M 2024-11-14 (Est.) $28.17
2024 Q2 ADDED 43,983 +1,719 +4.1% 1.34% $3.4M 2024-08-02 $25.16
2024 Q1 REDUCED 42,264 -120 -0.3% 1.36% $3.4M 2024-04-24 $25.05
2023 Q4 ADDED 42,384 +1,207 +2.9% 1.32% $3.2M 2024-01-23 $24.10
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SCHM

As of 2026 Q1 β€” sorted by position size

Family Legacy Financial Solutions, LLC 8.03% Fragasso Financial Advisors Inc 3Y 7Y 5.55% HORIZON FINANCIAL SERVICES, LLC 3Y 5.49% PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 3Y 5.01% CATHY PARETO & ASSOCIATES, INC 4.63% BLUE SQUARE ASSET MANAGEMENT, LLC 3Y 4.52% Sightline Wealth Advisors, LLC 3Y 4.35% Noble Family Wealth, LLC 4.3% LINCOLN CAPITAL CORP 3Y 7Y 3.9% Trinity Legacy Partners, LLC 3Y 7Y 3.53%

FAQ About Carmichael Hill & Associates, Inc. and SCHM

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 SCHM?

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

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

The largest reported portfolio weight for SCHM was 1.36% in 2024 Q1.

What is the latest reported SCHM position on this page?

The most recent filing on this page is 2024 Q3, when Carmichael Hill & Associates, Inc. reported 44,889 shares, equal to 1.32% of portfolio, with an estimated market value of $3.7M.

What does the chart on this SCHM ownership page compare?

The chart compares Carmichael Hill & Associates, Inc.'s quarterly SCHM 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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