SCHF SCHWAB STRATEGIC TR

Ownership history in Flower City Capital  ·  18 quarters on record

AI Ownership Summary

Flower City Capital reported SCHWAB STRATEGIC TR (SCHF) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2023 Q4. The latest visible filing shows SCHF at 0.44% 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 SCHF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Flower City Capital'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
2026 Q1

SCHF was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2023 Q4

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 2026 Q1

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.

How Flower City Capital held SCHF — position size vs. price
% of Fund (quarterly)    SCHF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 35,335 0% 0.44% $875K 2026-04-14 $26.61
2025 Q4 ADDED 35,335 +6,779 +23.7% 0.43% $849K 2026-01-22 $25.15
2025 Q3 REDUCED 28,556 -2 -0.0% 0.36% $665K 2025-10-08 $23.00
2025 Q2 UNCHANGED 28,558 0% 0.37% $631K 2025-07-16 $21.33
2025 Q1 UNCHANGED 28,558 0% 0.37% $565K 2025-04-22 $19.34
2024 Q4 ADDED 28,558 +3,538 +14.1% 0.32% $528K 2025-01-16 $18.07
2024 Q3 REDUCED 25,020 -688 -2.7% 0.60% $1.0M 2024-10-15 $18.91
2024 Q2 REDUCED 25,708 -665 -2.5% 0.64% $997K 2024-07-15 $18.76
2024 Q1 ADDED 26,373 +665 +2.6% 0.68% $1.0M 2024-04-12 $17.67
2023 Q4 REDUCED 25,708 -6,056 -19.1% 0.71% $950K 2024-01-19 $16.92
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Flower City Capital and SCHF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Flower City Capital reported owning SCHF?

Flower City Capital reported SCHF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHF position in Flower City Capital's portfolio?

The largest reported portfolio weight for SCHF was 0.71% in 2023 Q4.

What is the latest reported SCHF position on this page?

The most recent filing on this page is 2026 Q1, when Flower City Capital reported 35,335 shares, equal to 0.44% of portfolio, with an estimated market value of $875K.

What does the chart on this SCHF ownership page compare?

The chart compares Flower City Capital's quarterly SCHF 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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