VanderPol Investments L.L.C. SCHO — SCHWAB STRATEGIC TR

Ownership history in VanderPol Investments L.L.C.  ·  9 quarters on record

AI Ownership Summary

VanderPol Investments L.L.C. reported SCHWAB STRATEGIC TR (SCHO) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.39% in 2024 Q3. The latest visible filing shows SCHO at 1.31% 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 SCHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VanderPol Investments L.L.C.'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
2025 Q4

SCHO was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2024 Q3

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 2025 Q4

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.

SCHO stock page VanderPol Investments L.L.C. fund profile VanderPol Investments L.L.C. full holdings
How VanderPol Investments L.L.C. held SCHO — position size vs. price
% of Fund (quarterly)    SCHO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 30,910 +4,818 +18.5% 1.31% $753K 2026-02-14 (Est.) $24.20
2025 Q3 ADDED — — — 26,092 +1,912 +7.9% 1.11% $638K 2025-10-27 $23.90
2025 Q2 REDUCED — — — 24,180 -162 -0.7% 1.24% $590K 2025-07-24 $23.52
2025 Q1 ADDED — — — 24,342 +499 +2.1% 1.25% $592K 2025-05-14 $23.29
2024 Q4 ADDED — — — 23,843 +11,137 +87.7% 1.25% $574K 2025-01-23 $22.93
2024 Q3 ADDED — — — 12,706 +7,440 +141.3% 1.39% $622K 2024-10-15 $22.82
2024 Q2 ADDED — — — 5,266 +694 +15.2% 0.77% $253K 2024-07-11 $22.38
2024 Q1 REDUCED 27.8% +0.9% ❌ 4,572 -1,757 -27.8% 0.63% $220K 2024-04-10 $21.95
2023 Q4 INITIATED — — — 6,329 — — 1.04% $307K 2024-03-15 $21.99

🏢 Other funds also holding SCHO

As of 2026 Q1 — sorted by position size

Holcombe Financial, Inc. 14.69% ACCESS FINANCIAL SERVICES, INC. 3Y 7Y 11.91% Arnold Financial Planning LLC 11.75% Clear Retirement Advice LLC 11.4% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 10.23% TruNorth Capital Management, LLC 9.14% KRM WEALTH MANAGEMENT L.L.C. 8.35% FLC Capital Advisors 3Y 7Y 7.45% FIDUCIARY FINANCIAL GROUP, LLC 7.01% Blue Sky Capital Consultants Group, Inc. 6.89%

FAQ About VanderPol Investments L.L.C. and SCHO

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

How long has VanderPol Investments L.L.C. reported owning SCHO?

VanderPol Investments L.L.C. reported SCHO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHO position in VanderPol Investments L.L.C.'s portfolio?

The largest reported portfolio weight for SCHO was 1.39% in 2024 Q3.

What is the latest reported SCHO position on this page?

The most recent filing on this page is 2025 Q4, when VanderPol Investments L.L.C. reported 30,910 shares, equal to 1.31% of portfolio, with an estimated market value of $753K.

What does the chart on this SCHO ownership page compare?

The chart compares VanderPol Investments L.L.C.'s quarterly SCHO 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 VanderPol Investments L.L.C. time their SCHO position?

Based on 13F filing dates vs. subsequent SCHO price moves, VanderPol Investments L.L.C. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on SCHO relative to SPY over the holding period was -10.7%.

← Back to VanderPol Investments L.L.C. Holdings