PrairieView Partners, LLC SCHA SCHWAB STRATEGIC TR

Ownership history in PrairieView Partners, LLC  ·  31 quarters on record

AI Ownership Summary

PrairieView Partners, LLC reported SCHWAB STRATEGIC TR (SCHA) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.51% in 2023 Q4. The latest visible filing shows SCHA at 0.32% 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 SCHA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PrairieView Partners, 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 Q2

SCHA was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2023 Q4

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 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.

How PrairieView Partners, LLC held SCHA — position size vs. price
% of Fund (quarterly)    SCHA 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)
2025 Q2 ADDED 130,701 +4,703 +3.7% 0.32% $3.3M 2025-08-14 (Est.) $26.40
2025 Q1 REDUCED 6.2% +8.3% 125,998 -8,379 -6.2% 0.31% $3.0M 2025-05-09 $23.36
2024 Q4 ADDED 134,377 +59,740 +80.0% 0.36% $3.5M 2025-01-29 $26.26
2024 Q3 REDUCED 6.7% +1.0% 74,637 -5,321 -6.7% 0.40% $3.8M 2024-10-18 $25.79
2024 Q2 REDUCED 5.5% +8.9% 79,958 -4,618 -5.5% 0.43% $3.8M 2024-08-01 $24.40
2024 Q1 REDUCED 84,576 -2,476 -2.8% 0.48% $4.2M 2024-05-03 $23.04
2023 Q4 ADDED 87,052 +688 +0.8% 0.51% $4.1M 2024-01-26 $22.41
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PrairieView Partners, LLC and SCHA

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

How long has PrairieView Partners, LLC reported owning SCHA?

PrairieView Partners, LLC reported SCHA across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported SCHA position in PrairieView Partners, LLC's portfolio?

The largest reported portfolio weight for SCHA was 0.51% in 2023 Q4.

What is the latest reported SCHA position on this page?

The most recent filing on this page is 2025 Q2, when PrairieView Partners, LLC reported 130,701 shares, equal to 0.32% of portfolio, with an estimated market value of $3.3M.

What does the chart on this SCHA ownership page compare?

The chart compares PrairieView Partners, LLC's quarterly SCHA 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 PrairieView Partners, LLC time their SCHA position?

Based on 13F filing dates vs. subsequent SCHA price moves, PrairieView Partners, LLC correctly timed 13 out of 30 reported position changes (43%). The annualised alpha on SCHA relative to SPY over the holding period was -5.8%.

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