Team Hewins, LLC SCHB SCHWAB STRATEGIC TR

Ownership history in Team Hewins, LLC  ·  6 quarters on record

AI Ownership Summary

Team Hewins, LLC reported SCHWAB STRATEGIC TR (SCHB) in 6 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows SCHB at 0.14% 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 SCHB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Team Hewins, 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

SCHB was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 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.

How Team Hewins, LLC held SCHB — position size vs. price
% of Fund (quarterly)    SCHB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 19,280 +8,516 +79.1% 0.14% $484K 2026-04-30 $27.73
2025 Q4 UNCHANGED 10,764 0% 0.09% $282K 2026-01-28 $26.76
2025 Q3 UNCHANGED 10,764 0% 0.09% $277K 2025-11-12 $26.15
2025 Q2 REDUCED 30.8% +7.9% 10,764 -4,798 -30.8% 0.09% $257K 2025-08-12 $24.56
2024 Q1 UNCHANGED 15,562 0% 0.13% $950K 2024-05-03 $19.37
2023 Q4 INITIATED 15,562 0.13% $866K 2024-02-09 $18.94

FAQ About Team Hewins, LLC and SCHB

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

How long has Team Hewins, LLC reported owning SCHB?

Team Hewins, LLC reported SCHB across 6 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHB position in Team Hewins, LLC's portfolio?

The largest reported portfolio weight for SCHB was 0.14% in 2026 Q1.

What is the latest reported SCHB position on this page?

The most recent filing on this page is 2026 Q1, when Team Hewins, LLC reported 19,280 shares, equal to 0.14% of portfolio, with an estimated market value of $484K.

What does the chart on this SCHB ownership page compare?

The chart compares Team Hewins, LLC's quarterly SCHB 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.

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