Signature Financial Management, Inc. SCHE — SCHWAB STRATEGIC TR

Ownership history in Signature Financial Management, Inc.  ·  16 quarters on record

AI Ownership Summary

Signature Financial Management, Inc. reported SCHWAB STRATEGIC TR (SCHE) in 16 quarterly 13F filings .

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 SCHE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Signature Financial Management, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
16 quarters

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.

SCHE stock page Signature Financial Management, Inc. fund profile Signature Financial Management, Inc. full holdings
How Signature Financial Management, Inc. held SCHE — position size vs. price
% of Fund (quarterly)    SCHE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHE

As of 2026 Q1 — sorted by position size

COOPER/HAIMS ADVISORS, LLC 3Y 7Y 16.36% 93 Financial Group, LLC 9.15% Mountain Capital Investment Advisors Inc. 3Y 7Y 7.59% HC Advisors, LLC 3Y 6.92% Sherwood Financial Partners, LLC 6.25% SIERRA OCEAN, LLC 5.97% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 5.85% CFG Wealth Management Services, Inc. 4.78% Heartwood Wealth Advisors LLC 3Y 4.23% Red Tortoise LLC 3Y 4.23%

FAQ About Signature Financial Management, Inc. and SCHE

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

How long has Signature Financial Management, Inc. reported owning SCHE?

Signature Financial Management, Inc. reported SCHE across 0 quarterly 13F filings.

What was the largest reported SCHE position in Signature Financial Management, Inc.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for SCHE in Signature Financial Management, Inc..

What is the latest reported SCHE position on this page?

The most recent filing on this page is 2018 Q4, when Signature Financial Management, Inc. reported 1,293,148 shares, equal to 7.32% of portfolio, with an estimated market value of $30.4M.

What does the chart on this SCHE ownership page compare?

The chart compares Signature Financial Management, Inc.'s quarterly SCHE 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 Signature Financial Management, Inc. time their SCHE position?

Based on 13F filing dates vs. subsequent SCHE price moves, Signature Financial Management, Inc. correctly timed 3 out of 13 reported position changes (23%). The annualised alpha on SCHE relative to SPY over the holding period was -7.3%.

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