SCHP — SCHWAB STRATEGIC TR

Ownership history in FC Advisory LLC · 35 quarters on record

This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in SCHWAB STRATEGIC TR (SCHP). 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

3.67% (2022 Q2)

Avg. % of fund

2.22%

First filed

2017 Q2

Last filed

2025 Q4

Quarters held

35

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	323,255	+11,087	+3.6%	2.46%	$8.6M	$26.49
2025 Q3	ADDED	312,168	+2,603	+0.8%	2.46%	$8.4M	$26.51
2025 Q2	ADDED	309,565	+890	+0.3%	2.55%	$8.3M	$25.96
2025 Q1	ADDED	308,675	+12,167	+4.1%	2.81%	$8.3M	$25.84

% of Fund (quarterly) SCHP price (monthly, adj. close)

Other funds also holding SCHP

As of 2025 Q4 — sorted by position size

Quadratic Capital Management LLC 3Y 98.19% Financial Architects, LLC 20.44% LifeGuide Financial Advisors, LLC 3Y 16.14% Elm Partners Management LLC 3Y 7Y 8.5% FDx Advisors, Inc. 3Y 7Y 7.02% Joseph Group Capital Management 3Y 6.94% ZynergyRetirementPlanningLLC 6.91% Prentice Wealth Management LLC 3Y 6.75% Brightwater Advisory LLC 6.55% Cerity Partners OCIO LLC 3Y 7Y 6.49%

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