PETRA FINANCIAL ADVISORS INC SCHX — SCHWAB STRATEGIC TR

Ownership history in PETRA FINANCIAL ADVISORS INC  ·  13 quarters on record

AI Ownership Summary

PETRA FINANCIAL ADVISORS INC reported SCHWAB STRATEGIC TR (SCHX) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.24% in 2024 Q1. The latest visible filing shows SCHX at 0.57% 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 SCHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PETRA FINANCIAL 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 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% 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
2024 Q1 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 PETRA FINANCIAL ADVISORS INC fund profile PETRA FINANCIAL ADVISORS INC full holdings
How PETRA FINANCIAL 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 41,742 -1,045 -2.4% 0.57% $1.2M 2026-07-24 $29.12
2025 Q4 ADDED — — — 42,787 +1,381 +3.3% 0.68% $1.2M 2026-01-21 $26.93
2025 Q3 REDUCED 12.0% +3.4% ❌ 41,406 -5,637 -12.0% 0.64% $1.1M 2025-11-07 $26.31
2025 Q2 ADDED — — — 47,043 +1,390 +3.0% 0.73% $1.1M 2025-08-01 $24.35
2025 Q1 REDUCED 8.9% +11.0% ❌ 45,653 -4,473 -8.9% 0.83% $1.0M 2025-04-22 $20.51
2024 Q4 ADDED — — — 50,126 +29,401 +141.9% 0.79% $1.2M 2025-02-10 $23.59
2024 Q3 REDUCED — — — 20,725 -256 -1.2% 0.93% $1.4M 2024-10-28 $22.47
2024 Q2 REDUCED 28.9% +5.9% ❌ 20,981 -8,516 -28.9% 0.97% $1.3M 2024-07-18 $21.28
2024 Q1 UNCHANGED — — — 29,497 — 0% 1.24% $1.7M 2024-04-23 $19.46
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHX

As of 2026 Q2 — sorted by position size

Raine Group LLC 3Y 71.46% FSA Investment Group, LLC 38.79% SAGE FINANCIAL GROUP INC 3Y 7Y 37.5% Benson Investment Management Company, Inc. 3Y 7Y 36.1% Sherwood Financial Partners, LLC 32.44% SIMS INVESTMENT MANAGEMENT, LLC 30.48% Northwest Quadrant Wealth Management, LLC 3Y 7Y 29.24% Koss-Olinger Consulting, LLC 3Y 29.03% Diversified Enterprises, LLC 26.79% Richardson Capital Management LLC 22.53%

FAQ About PETRA FINANCIAL 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 PETRA FINANCIAL ADVISORS INC reported owning SCHX?

PETRA FINANCIAL ADVISORS INC reported SCHX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SCHX position in PETRA FINANCIAL ADVISORS INC's portfolio?

The largest reported portfolio weight for SCHX was 1.24% in 2024 Q1.

What is the latest reported SCHX position on this page?

The most recent filing on this page is 2026 Q2, when PETRA FINANCIAL ADVISORS INC reported 41,742 shares, equal to 0.57% of portfolio, with an estimated market value of $1.2M.

What does the chart on this SCHX ownership page compare?

The chart compares PETRA FINANCIAL 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 PETRA FINANCIAL ADVISORS INC time their SCHX position?

Based on 13F filing dates vs. subsequent SCHX price moves, PETRA FINANCIAL ADVISORS INC correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on SCHX relative to SPY over the holding period was +366.5%.

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