SCHP β€” SCHWAB STRATEGIC TR

Ownership history in Quantitative Strategies, Inc.  Β·  1 quarter on record

AI Ownership Summary

Quantitative Strategies, Inc. reported SCHWAB STRATEGIC TR (SCHP) in 1 quarterly 13F filing from 2024 Q4 through 2024 Q4. Peak portfolio weight reached 0.11% in 2024 Q4. The latest visible filing shows SCHP at 0.11% 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 SCHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quantitative Strategies, 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
2024 Q4

SCHP was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% 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 2024 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 Quantitative Strategies, Inc. held SCHP β€” position size vs. price
% of Fund (quarterly)    SCHP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 INITIATED 7,770 β€” β€” 0.11% $201K 2025-02-14 (Est.) $25.24

🏒 Other funds also holding SCHP

As of 2026 Q1 β€” sorted by position size

Hamrick Investment Counsel, llc 0.7%

FAQ About Quantitative Strategies, Inc. and SCHP

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

How long has Quantitative Strategies, Inc. reported owning SCHP?

Quantitative Strategies, Inc. reported SCHP across 1 quarterly 13F filings, from 2024 Q4 through 2024 Q4.

What was the largest reported SCHP position in Quantitative Strategies, Inc.'s portfolio?

The largest reported portfolio weight for SCHP was 0.11% in 2024 Q4.

What is the latest reported SCHP position on this page?

The most recent filing on this page is 2024 Q4, when Quantitative Strategies, Inc. reported 7,770 shares, equal to 0.11% of portfolio, with an estimated market value of $201K.

What does the chart on this SCHP ownership page compare?

The chart compares Quantitative Strategies, Inc.'s quarterly SCHP 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.

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