SCHF — SCHWAB STRATEGIC TR

Ownership history in Composition Wealth, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Composition Wealth, 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
4.8% (2025 Q4)
Avg. % of fund
1.55%
First filed
2018 Q3
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,933,649 +945,930 +7.3% 4.80% $335.0M $24.04
2025 Q3 ADDED 12,987,719 +1,411,622 +12.2% 4.53% $302.4M $22.63
2025 Q2 ADDED 11,576,097 +4,014,391 +53.1% 4.30% $255.8M $21.49
2025 Q1 ADDED 7,561,706 +2,090,648 +38.2% 3.00% $149.6M $19.10
19 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%
← Back to Composition Wealth, LLC Holdings