SCHR β€” SCHWAB STRATEGIC TR

Ownership history in LOWE BROCKENBROUGH & CO INC  Β·  2 quarters on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported SCHWAB STRATEGIC TR (SCHR) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows SCHR at 0.00% 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 SCHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOWE BROCKENBROUGH & CO 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
2025 Q3

SCHR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2025 Q2 to 2025 Q3

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 LOWE BROCKENBROUGH & CO INC held SCHR β€” position size vs. price
% of Fund (quarterly)    SCHR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 590 β€” 0% 0.00% $15K 2025-11-05 $24.64
2025 Q2 INITIATED 590 β€” β€” 0.00% $15K 2025-08-11 $24.31

🏒 Other funds also holding SCHR

As of 2026 Q1 β€” sorted by position size

Beacon Wealthcare LLC 3Y 12.38% Bangor Savings Bank 3Y 7Y 0.02%

FAQ About LOWE BROCKENBROUGH & CO INC and SCHR

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

How long has LOWE BROCKENBROUGH & CO INC reported owning SCHR?

LOWE BROCKENBROUGH & CO INC reported SCHR across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported SCHR position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for SCHR was 0.00% in 2025 Q2.

What is the latest reported SCHR position on this page?

The most recent filing on this page is 2025 Q3, when LOWE BROCKENBROUGH & CO INC reported 590 shares, equal to 0.00% of portfolio, with an estimated market value of $15K.

What does the chart on this SCHR ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO INC's quarterly SCHR 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 LOWE BROCKENBROUGH & CO INC Holdings