Strategic Financial Planning, Inc. reported SCHWAB STRATEGIC TR (SCHA) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 13.41% in 2024 Q4. The latest visible filing shows SCHA at 11.41% 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. Older history is available after unlock; the visible window still shows the most recent pattern.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Financial Planning, 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.
SCHA was reported at 11.41% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
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.
These are the practical questions this page is built to answer before you even open the full history table.
Strategic Financial Planning, Inc. reported SCHA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.
The largest reported portfolio weight for SCHA was 13.41% in 2024 Q4.
The most recent filing on this page is 2025 Q4, when Strategic Financial Planning, Inc. reported 704,165 shares, equal to 11.41% of portfolio, with an estimated market value of $20.1M.
The chart compares Strategic Financial Planning, Inc.'s quarterly SCHA 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.
Based on 13F filing dates vs. subsequent SCHA price moves, Strategic Financial Planning, Inc. correctly timed 11 out of 24 reported position changes (46%). The annualised alpha on SCHA relative to SPY over the holding period was -4.0%.