SCHF — SCHWAB STRATEGIC TR

Ownership history in Thrive Wealth Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Thrive Wealth Management, LLC reported a position in SCHWAB STRATEGIC TR (SCHF). 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
1.65% (2022 Q3)
Avg. % of fund
1.12%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 364,637 +51,684 +16.5% 1.29% $8.8M $24.04
2025 Q3 ADDED 312,953 +8,322 +2.7% 1.10% $7.3M $22.63
2025 Q2 REDUCED 304,631 -1,207 -0.4% 1.09% $6.7M $21.49
2025 Q1 REDUCED 305,838 -27,712 -8.3% 1.16% $6.0M $19.10
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHF price (monthly, adj. close)

Other funds also holding SCHF

As of 2025 Q4 — sorted by position size

Blue Barn Wealth, LLC 3Y 19.85% Evergreen Advisors, LLC 3Y 7Y 14.37% BUSH INVESTMENT GROUP, LLC 13.93% ZynergyRetirementPlanningLLC 13.91% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 12.03% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 11.95% Empower Advisory Group, LLC 11.74% Red Tortoise LLC 3Y 11.64% Koesten, Hirschmann & Crabtree, INC. 3Y 11.42% Gemmer Asset Management LLC 3Y 7Y 11.01%
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