SCHV β€” SCHWAB STRATEGIC TR

Ownership history in Friday Financial  Β·  5 quarters on record

AI Ownership Summary

Friday Financial reported SCHWAB STRATEGIC TR (SCHV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.08% in 2024 Q4. The latest visible filing shows SCHV at 3.24% 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.

What this SCHV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Friday Financial'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
2025 Q4

SCHV was reported at 3.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.08% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 Friday Financial held SCHV β€” position size vs. price
% of Fund (quarterly)    SCHV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 310,266 +33,949 +12.3% 3.24% $9.2M 2026-02-14 (Est.) $31.95
2025 Q3 ADDED 276,317 +47,361 +20.7% 3.37% $8.0M 2025-10-07 $28.84
2025 Q2 REDUCED 228,956 -2,792 -1.2% 3.22% $6.3M 2025-07-14 $27.63
2025 Q1 ADDED 231,748 +4,615 +2.0% 3.71% $6.2M 2025-04-22 $24.57
2024 Q4 INITIATED 227,133 β€” β€” 4.08% $5.9M 2025-02-11 $26.57

FAQ About Friday Financial and SCHV

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

How long has Friday Financial reported owning SCHV?

Friday Financial reported SCHV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SCHV position in Friday Financial's portfolio?

The largest reported portfolio weight for SCHV was 4.08% in 2024 Q4.

What is the latest reported SCHV position on this page?

The most recent filing on this page is 2025 Q4, when Friday Financial reported 310,266 shares, equal to 3.24% of portfolio, with an estimated market value of $9.2M.

What does the chart on this SCHV ownership page compare?

The chart compares Friday Financial's quarterly SCHV 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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