SCHR — SCHWAB STRATEGIC TR

Ownership history in Crane Advisory, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Crane Advisory, LLC reported a position in SCHWAB STRATEGIC TR (SCHR). 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
14.66% (2024 Q1)
Avg. % of fund
8.72%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,783,217 +976,360 +54.0% 10.55% $69.8M $24.92
2025 Q3 ADDED 1,806,857 +47,811 +2.7% 7.12% $45.3M $24.66
2025 Q2 REDUCED 1,759,046 -12,853 -0.7% 7.22% $43.6M $24.32
2025 Q1 REDUCED 1,771,899 -88,349 -4.7% 7.86% $43.5M $23.92
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHR price (monthly, adj. close)

Other funds also holding SCHR

As of 2025 Q4 — sorted by position size

Cornerstone Wealth Advisors, Inc. 3Y 21.95% HC Advisors, LLC 3Y 14.88% Hapanowicz & Associates Financial Services, Inc 3Y 7Y 13.13% Pacific Sage Partners, LLC 3Y 12.61% Beacon Wealthcare LLC 3Y 11.59% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 10.35% Downshift Financial, LLC 8.42% Blake Schutter Theil Wealth Advisors, LLC 7.28% FLC Capital Advisors 3Y 7Y 7.15% Your Advocates Ltd., LLP 3Y 7.13%
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