Investment Planning Advisors, Inc. SCHX — SCHWAB STRATEGIC TR

Ownership history in Investment Planning Advisors, Inc.  ·  7 quarters on record

AI Ownership Summary

Investment Planning Advisors, Inc. reported SCHWAB STRATEGIC TR (SCHX) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.26% in 2025 Q2. The latest visible filing shows SCHX at 0.24% 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 SCHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Investment Planning Advisors, Inc.'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 Q2

SCHX was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q2

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 2026 Q2

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.

SCHX stock page Investment Planning Advisors, Inc. fund profile Investment Planning Advisors, Inc. full holdings
How Investment Planning Advisors, Inc. held SCHX — position size vs. price
% of Fund (quarterly)    SCHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 35,379 — 0% 0.24% $1.0M 2026-07-23 $29.09
2026 Q1 ADDED — — — 35,379 +4,738 +15.5% 0.25% $907K 2026-04-23 $27.87
2025 Q4 ADDED — — — 30,641 +58 +0.2% 0.24% $825K 2026-01-20 $26.63
2025 Q3 ADDED — — — 30,583 +54 +0.2% 0.25% $806K 2025-10-21 $26.36
2025 Q2 ADDED — — — 30,529 +19,339 +172.8% 0.26% $746K 2025-07-21 $24.63
2025 Q1 ADDED — — — 11,190 +462 +4.3% 0.10% $247K 2025-04-23 $20.86
2024 Q4 INITIATED — — — 10,728 — — 0.11% $249K 2025-01-22 $23.66

🏢 Other funds also holding SCHX

As of 2026 Q2 — sorted by position size

FSA Investment Group, LLC 38.79% SAGE FINANCIAL GROUP INC 3Y 7Y 37.5% Benson Investment Management Company, Inc. 3Y 7Y 36.1% SIMS INVESTMENT MANAGEMENT, LLC 30.48% Richardson Capital Management LLC 22.53% Kohmann Bosshard Financial Services, LLC 3Y 7Y 19.74% FINANCIAL CONSULATE, INC 3Y 7Y 17.25% GEN Financial Management, INC. 16.49% FIDELIS iM, LLC 3Y 16.27% Standpoint Asset Management, LLC 3Y 15.82%

FAQ About Investment Planning Advisors, Inc. and SCHX

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

How long has Investment Planning Advisors, Inc. reported owning SCHX?

Investment Planning Advisors, Inc. reported SCHX across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SCHX position in Investment Planning Advisors, Inc.'s portfolio?

The largest reported portfolio weight for SCHX was 0.26% in 2025 Q2.

What is the latest reported SCHX position on this page?

The most recent filing on this page is 2026 Q2, when Investment Planning Advisors, Inc. reported 35,379 shares, equal to 0.24% of portfolio, with an estimated market value of $1.0M.

What does the chart on this SCHX ownership page compare?

The chart compares Investment Planning Advisors, Inc.'s quarterly SCHX 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.

How well did Investment Planning Advisors, Inc. time their SCHX position?

Based on 13F filing dates vs. subsequent SCHX price moves, Investment Planning Advisors, Inc. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on SCHX relative to SPY over the holding period was -0.6%.

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