SCHR — SCHWAB STRATEGIC TR

Ownership history in High Probability Advisors, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which High Probability Advisors, 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
4.71% (2025 Q1)
Avg. % of fund
3.75%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,198,687 +6,915 +0.6% 4.01% $30.1M $24.92
2025 Q3 ADDED 1,191,772 +47,310 +4.1% 4.11% $29.9M $24.66
2025 Q2 ADDED 1,144,462 +8,584 +0.8% 4.28% $28.6M $24.32
2025 Q1 ADDED 1,135,878 +753,646 +197.2% 4.71% $28.2M $23.92
1 older quarter 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% Crane Advisory, LLC 3Y 10.55% 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%
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