Shared Vision Wealth Group LLC SCHZ — SCHWAB STRATEGIC TR

Ownership history in Shared Vision Wealth Group LLC  ·  10 quarters on record

AI Ownership Summary

Shared Vision Wealth Group LLC reported SCHWAB STRATEGIC TR (SCHZ) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.73% in 2025 Q1. The latest visible filing shows SCHZ at 0.51% 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 SCHZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shared Vision Wealth Group 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
2026 Q1

SCHZ was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% 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
2023 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.

SCHZ stock page Shared Vision Wealth Group LLC fund profile Shared Vision Wealth Group LLC full holdings
How Shared Vision Wealth Group LLC held SCHZ — position size vs. price
% of Fund (quarterly)    SCHZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 53,811 -501 -0.9% 0.51% $1.2M 2026-05-06 $23.19
2025 Q4 REDUCED — — — 54,312 -1,572 -2.8% 0.52% $1.3M 2026-02-11 $23.21
2025 Q3 REDUCED — — — 55,884 -2,156 -3.7% 0.56% $1.3M 2025-10-30 $22.99
2025 Q2 ADDED — — — 58,040 +300 +0.5% 0.67% $1.3M 2025-08-07 $22.52
2025 Q1 ADDED — — — 57,740 +912 +1.6% 0.73% $1.3M 2025-05-02 $22.03
2024 Q4 ADDED — — — 56,828 +30,749 +117.9% 0.68% $1.3M 2025-02-06 $21.77
2024 Q3 REDUCED — — — 26,079 -133 -0.5% 0.66% $1.2M 2024-11-12 $21.55
2024 Q2 ADDED — — — 26,212 +11,084 +73.3% 0.70% $1.2M 2024-07-24 $21.28
2024 Q1 REDUCED 8.0% -0.5% ✅ 15,128 -1,324 -8.0% 0.43% $696K 2024-05-07 $20.87
2023 Q4 INITIATED — — — 16,452 — — 0.51% $767K 2024-02-08 $20.97

🏢 Other funds also holding SCHZ

As of 2026 Q1 — sorted by position size

Phil A. Younker & Associates, Ltd. 24.31% ZynergyRetirementPlanningLLC 18.62% Arnold Financial Planning LLC 13.86% Pioneer Wealth Management Group 3Y 13.02% CFG Wealth Management Services, Inc. 11.91% FINANCIAL LIFE ADVISORS 3Y 7Y 10.85% Pacific Park Financial, Inc. 10.09% Charles Schwab Trust Co 3Y 9.66% Unify Financial Advisors 8.75% Bestgate Wealth Advisors, LLC 8.01%

FAQ About Shared Vision Wealth Group LLC and SCHZ

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

How long has Shared Vision Wealth Group LLC reported owning SCHZ?

Shared Vision Wealth Group LLC reported SCHZ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHZ position in Shared Vision Wealth Group LLC's portfolio?

The largest reported portfolio weight for SCHZ was 0.73% in 2025 Q1.

What is the latest reported SCHZ position on this page?

The most recent filing on this page is 2026 Q1, when Shared Vision Wealth Group LLC reported 53,811 shares, equal to 0.51% of portfolio, with an estimated market value of $1.2M.

What does the chart on this SCHZ ownership page compare?

The chart compares Shared Vision Wealth Group LLC's quarterly SCHZ 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 Shared Vision Wealth Group LLC time their SCHZ position?

Based on 13F filing dates vs. subsequent SCHZ price moves, Shared Vision Wealth Group LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on SCHZ relative to SPY over the holding period was -13.0%.

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