SCHF β€” SCHWAB STRATEGIC TR

Ownership history in RPS ADVISORY SOLUTIONS LLC  Β·  3 quarters on record

AI Ownership Summary

RPS ADVISORY SOLUTIONS LLC reported SCHWAB STRATEGIC TR (SCHF) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.25% in 2025 Q1. The latest visible filing shows SCHF at 0.10% 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 SCHF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RPS ADVISORY SOLUTIONS 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 Q3

SCHF was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 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 RPS ADVISORY SOLUTIONS LLC held SCHF β€” position size vs. price
% of Fund (quarterly)    SCHF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9,063 -1,736 -16.1% 0.10% $211K 2025-11-14 $23.26
2025 Q2 REDUCED 10,799 -6,748 -38.5% 0.13% $239K 2025-08-06 $21.58
2025 Q1 INITIATED 17,547 β€” β€” 0.25% $347K 2025-05-09 $20.15

FAQ About RPS ADVISORY SOLUTIONS LLC and SCHF

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

How long has RPS ADVISORY SOLUTIONS LLC reported owning SCHF?

RPS ADVISORY SOLUTIONS LLC reported SCHF across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported SCHF position in RPS ADVISORY SOLUTIONS LLC's portfolio?

The largest reported portfolio weight for SCHF was 0.25% in 2025 Q1.

What is the latest reported SCHF position on this page?

The most recent filing on this page is 2025 Q3, when RPS ADVISORY SOLUTIONS LLC reported 9,063 shares, equal to 0.10% of portfolio, with an estimated market value of $211K.

What does the chart on this SCHF ownership page compare?

The chart compares RPS ADVISORY SOLUTIONS LLC's quarterly SCHF 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 RPS ADVISORY SOLUTIONS LLC Holdings