SCHF SCHWAB STRATEGIC TR

Ownership history in Kearns & Associates LLC  ·  17 quarters on record

AI Ownership Summary

Kearns & Associates LLC reported SCHWAB STRATEGIC TR (SCHF) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.15% in 2024 Q1. The latest visible filing shows SCHF at 1.09% 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 Kearns & Associates LLC'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

SCHF was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% in 2024 Q1

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 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 Kearns & Associates LLC 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 88,010 +1,250 +1.4% 1.09% $2.1M 2026-02-14 (Est.) $26.49
2025 Q3 ADDED 86,760 +2,789 +3.3% 1.07% $2.0M 2025-10-22 $23.00
2025 Q2 ADDED 83,971 +2,375 +2.9% 1.06% $1.9M 2025-07-09 $21.60
2025 Q1 UNCHANGED 81,596 0% 1.05% $1.6M 2025-05-15 $20.42
2024 Q4 ADDED 81,596 +42,832 +110.5% 0.98% $1.5M 2025-01-23 $18.64
2024 Q3 UNCHANGED 38,764 0% 1.05% $1.6M 2024-10-29 $18.69
2024 Q2 ADDED 38,764 +786 +2.1% 1.11% $1.5M 2024-08-01 $18.20
2024 Q1 ADDED 37,978 +2,652 +7.5% 1.15% $1.5M 2024-05-10 $18.32
2023 Q4 ADDED 35,326 +825 +2.4% 1.11% $1.3M 2024-01-24 $17.04
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kearns & Associates LLC and SCHF

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

How long has Kearns & Associates LLC reported owning SCHF?

Kearns & Associates LLC reported SCHF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHF position in Kearns & Associates LLC's portfolio?

The largest reported portfolio weight for SCHF was 1.15% in 2024 Q1.

What is the latest reported SCHF position on this page?

The most recent filing on this page is 2025 Q4, when Kearns & Associates LLC reported 88,010 shares, equal to 1.09% of portfolio, with an estimated market value of $2.1M.

What does the chart on this SCHF ownership page compare?

The chart compares Kearns & Associates LLC'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.

← Back to Kearns & Associates LLC Holdings