SCHE — SCHWAB STRATEGIC TR

Ownership history in SimpliFi, Inc.  ·  32 quarters on record

This page tracks every 13F SEC filing in which SimpliFi, Inc. reported a position in SCHWAB STRATEGIC TR (SCHE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.31% (2017 Q4)
Avg. % of fund
0.15%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,208 -3,225 -22.3% 0.16% $374K $32.47
2025 Q2 ADDED 14,433 +798 +5.9% 0.19% $435K $29.33
2025 Q1 ADDED 13,635 +3,509 +34.7% 0.17% $376K $26.79
2024 Q4 ADDED 10,126 +62 +0.6% 0.12% $270K $25.88
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHE price (monthly, adj. close)

Other funds also holding SCHE

As of 2025 Q4 — sorted by position size

COOPER/HAIMS ADVISORS, LLC 3Y 7Y 17.65% 93 Financial Group, LLC 9.2% HC Advisors, LLC 3Y 7.34% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 5.75% BlueSky Wealth Advisors, LLC 3Y 7Y 5.12% PURE PORTFOLIOS HOLDINGS LLC 5.08% Mountain Capital Investment Advisors Inc. 3Y 7Y 4.75% Heartwood Wealth Advisors LLC 3Y 4.67% Red Tortoise LLC 3Y 4.37% REBALANCE, LLC 3Y 4.15%
← Back to SimpliFi, Inc. Holdings