SCHF — SCHWAB STRATEGIC TR

Ownership history in Code Waechter LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Code Waechter LLC reported a position in SCHWAB STRATEGIC TR (SCHF). 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
1.41% (2024 Q3)
Avg. % of fund
1.04%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 49,706 -4,866 -8.9% 0.77% $1.2M $24.04
2025 Q3 REDUCED 54,572 -3,958 -6.8% 0.83% $1.3M $22.63
2025 Q2 REDUCED 58,530 -13,932 -19.2% 0.92% $1.3M $21.49
2025 Q1 ADDED 72,462 +2,409 +3.4% 1.18% $1.4M $19.10
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHF price (monthly, adj. close)

Other funds also holding SCHF

As of 2025 Q4 — sorted by position size

Blue Barn Wealth, LLC 3Y 19.85% Evergreen Advisors, LLC 3Y 7Y 14.37% BUSH INVESTMENT GROUP, LLC 13.93% ZynergyRetirementPlanningLLC 13.91% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 12.03% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 11.95% Empower Advisory Group, LLC 11.74% Red Tortoise LLC 3Y 11.64% Koesten, Hirschmann & Crabtree, INC. 3Y 11.42% Gemmer Asset Management LLC 3Y 7Y 11.01%
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