Parkshore Wealth Management, Inc. SCHM — SCHWAB STRATEGIC TR

Ownership history in Parkshore Wealth Management, Inc.  ·  6 quarters on record

AI Ownership Summary

Parkshore Wealth Management, Inc. reported SCHWAB STRATEGIC TR (SCHM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.34% in 2024 Q4. The latest visible filing shows SCHM at 0.18% 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 SCHM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Parkshore Wealth Management, 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 Q1

SCHM was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% 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 2026 Q1

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.

SCHM stock page Parkshore Wealth Management, Inc. fund profile Parkshore Wealth Management, Inc. full holdings
How Parkshore Wealth Management, Inc. held SCHM — position size vs. price
% of Fund (quarterly)    SCHM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 17,260 -1,992 -10.3% 0.18% $534K 2026-05-13 $34.47
2025 Q4 ADDED — — — 19,252 +82 +0.4% 0.22% $579K 2026-02-09 $32.68
2025 Q3 ADDED — — — 19,170 +9 +0.0% 0.23% $568K 2025-11-14 $28.96
2025 Q2 REDUCED 6.6% +6.1% ❌ 19,161 -1,345 -6.6% 0.26% $537K 2025-07-14 $28.40
2025 Q1 ADDED — — — 20,506 +7 +0.0% 0.31% $537K 2025-05-29 $26.72
2024 Q4 INITIATED — — — 20,499 — — 0.34% $568K 2025-02-14 $28.39

🏢 Other funds also holding SCHM

As of 2026 Q1 — sorted by position size

93 Financial Group, LLC 21.86% Sherwood Financial Partners, LLC 13.57% RIVER'S EDGE WEALTH MANAGEMENT, LLC 12.0% Womack Financial LLC 11.17% Cannon Capital Management, Inc. 10.89% Financial Planning Navigators CORP 10.12% White & Co Financial Planning Inc 9.51% Monetary Solutions, Ltd 8.98% Mokosak Advisory Group, LLC 3Y 7Y 8.8% Family Legacy Financial Solutions, LLC 8.03%

FAQ About Parkshore Wealth Management, Inc. and SCHM

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

How long has Parkshore Wealth Management, Inc. reported owning SCHM?

Parkshore Wealth Management, Inc. reported SCHM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SCHM position in Parkshore Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for SCHM was 0.34% in 2024 Q4.

What is the latest reported SCHM position on this page?

The most recent filing on this page is 2026 Q1, when Parkshore Wealth Management, Inc. reported 17,260 shares, equal to 0.18% of portfolio, with an estimated market value of $534K.

What does the chart on this SCHM ownership page compare?

The chart compares Parkshore Wealth Management, Inc.'s quarterly SCHM 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 Parkshore Wealth Management, Inc. time their SCHM position?

Based on 13F filing dates vs. subsequent SCHM price moves, Parkshore Wealth Management, Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on SCHM relative to SPY over the holding period was -1.4%.

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