VALLEY FORGE INVESTMENT CONSULTANTS INC ADV SCHF — SCHWAB STRATEGIC TR

Ownership history in VALLEY FORGE INVESTMENT CONSULTANTS INC ADV  ·  23 quarters on record

AI Ownership Summary

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV reported SCHWAB STRATEGIC TR (SCHF) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.37% in 2026 Q2. The latest visible filing shows SCHF at 2.37% 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.

What this SCHF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VALLEY FORGE INVESTMENT CONSULTANTS INC ADV'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 Q2

SCHF was reported at 2.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.37% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

SCHF stock page VALLEY FORGE INVESTMENT CONSULTANTS INC ADV fund profile VALLEY FORGE INVESTMENT CONSULTANTS INC ADV full holdings
How VALLEY FORGE INVESTMENT CONSULTANTS INC ADV held SCHF — position size vs. price
% of Fund (quarterly)    SCHF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 332,069 +12,931 +4.1% 2.37% $9.2M 2026-08-07 $28.23
2026 Q1 REDUCED — — — 319,138 -7,323 -2.2% 2.37% $7.9M 2026-04-21 $26.02
2025 Q4 ADDED — — — 326,461 +7,139 +2.2% 2.28% $7.8M 2026-02-12 $26.24
2025 Q3 ADDED — — — 319,322 +23,826 +8.1% 2.17% $7.4M 2025-10-17 $22.84
2025 Q2 ADDED — — — 295,496 +9,194 +3.2% 2.09% $6.5M 2025-08-14 $21.96
2025 Q1 ADDED — — — 286,302 +1,799 +0.6% 2.02% $5.7M 2025-05-08 $19.92
2024 Q4 ADDED — — — 284,503 +144,857 +103.7% 1.81% $5.3M 2025-02-12 $18.90
2024 Q3 ADDED — — — 139,646 +5,986 +4.5% 2.00% $5.7M 2024-11-14 $18.01
2024 Q2 ADDED — — — 133,660 +21,097 +18.7% 1.94% $5.1M 2024-08-09 $17.85
2024 Q1 REDUCED 17.6% -0.6% ✅ 112,563 -24,033 -17.6% 1.71% $4.4M 2024-04-30 $17.53
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHF

As of 2026 Q2 — sorted by position size

Persium Advisors, LLC 25.12% LCW Services, LLC 16.08% Sherwood Financial Partners, LLC 15.4% Evergreen Advisors, LLC 3Y 7Y 14.65% BUSH INVESTMENT GROUP, LLC 14.34% ZynergyRetirementPlanningLLC 13.92% Freestate Advisors LLC 3Y 7Y 12.3% KEYVANTAGE WEALTH, LLC 12.18% Empower Advisory Group, LLC 3Y 12.06% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 12.03%

FAQ About VALLEY FORGE INVESTMENT CONSULTANTS INC ADV and SCHF

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

How long has VALLEY FORGE INVESTMENT CONSULTANTS INC ADV reported owning SCHF?

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV reported SCHF across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SCHF position in VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's portfolio?

The largest reported portfolio weight for SCHF was 2.37% in 2026 Q2.

What is the latest reported SCHF position on this page?

The most recent filing on this page is 2026 Q2, when VALLEY FORGE INVESTMENT CONSULTANTS INC ADV reported 332,069 shares, equal to 2.37% of portfolio, with an estimated market value of $9.2M.

What does the chart on this SCHF ownership page compare?

The chart compares VALLEY FORGE INVESTMENT CONSULTANTS INC ADV's quarterly SCHF 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 VALLEY FORGE INVESTMENT CONSULTANTS INC ADV time their SCHF position?

Based on 13F filing dates vs. subsequent SCHF price moves, VALLEY FORGE INVESTMENT CONSULTANTS INC ADV correctly timed 16 out of 21 reported position changes (76%). The annualised alpha on SCHF relative to SPY over the holding period was +16.9%.

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