Two West Capital Advisors LLC SCHP — SCHWAB STRATEGIC TR

Ownership history in Two West Capital Advisors LLC  ·  8 quarters on record

AI Ownership Summary

Two West Capital Advisors LLC reported SCHWAB STRATEGIC TR (SCHP) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 6.51% in 2024 Q2. The latest visible filing shows SCHP at 5.01% 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 SCHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Two West Capital Advisors 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

SCHP was reported at 5.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.51% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 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.

SCHP stock page Two West Capital Advisors LLC fund profile Two West Capital Advisors LLC full holdings
How Two West Capital Advisors LLC held SCHP — position size vs. price
% of Fund (quarterly)    SCHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 352,559 +13,131 +3.9% 5.01% $9.5M 2026-05-04 $26.80
2025 Q4 ADDED — — — 339,428 +15,284 +4.7% 5.23% $9.0M 2026-01-13 $26.47
2025 Q3 REDUCED — — — 324,144 -5,241 -1.6% 5.30% $8.8M 2025-11-06 $26.42
2025 Q2 ADDED — — — 329,385 +62,414 +23.4% 5.75% $8.8M 2025-07-29 $25.99
2025 Q1 ADDED — — — 266,971 +5,511 +2.1% 5.84% $7.0M 2025-04-15 $25.26
2024 Q4 ADDED — — — 261,460 +133,157 +103.8% 5.79% $6.8M 2025-01-22 $24.80
2024 Q3 REDUCED — — — 128,303 -2,774 -2.1% 5.58% $6.9M 2024-10-15 $25.22
2024 Q2 INITIATED — — — 131,077 — — 6.51% $6.8M 2024-08-07 $24.85

🏢 Other funds also holding SCHP

As of 2026 Q1 — sorted by position size

Quadratic Capital Management LLC 3Y 98.47% Financial Architects, LLC 21.36% TANDEMGROWTH FINANCIAL ADVISORS LLC 17.01% LifeGuide Financial Advisors, LLC 3Y 16.52% Elm Partners Management LLC 3Y 7Y 9.29% Cerity Partners OCIO LLC 3Y 7Y 9.02% Golden Bell Financial Planning LLC 8.52% ZynergyRetirementPlanningLLC 7.27% Seneca Financial Advisors LLC 7.22% Brightwater Advisory LLC 7.03%

FAQ About Two West Capital Advisors LLC and SCHP

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

How long has Two West Capital Advisors LLC reported owning SCHP?

Two West Capital Advisors LLC reported SCHP across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported SCHP position in Two West Capital Advisors LLC's portfolio?

The largest reported portfolio weight for SCHP was 6.51% in 2024 Q2.

What is the latest reported SCHP position on this page?

The most recent filing on this page is 2026 Q1, when Two West Capital Advisors LLC reported 352,559 shares, equal to 5.01% of portfolio, with an estimated market value of $9.5M.

What does the chart on this SCHP ownership page compare?

The chart compares Two West Capital Advisors LLC's quarterly SCHP 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 Two West Capital Advisors LLC time their SCHP position?

Based on 13F filing dates vs. subsequent SCHP price moves, Two West Capital Advisors LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on SCHP relative to SPY over the holding period was -14.4%.

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