SCHH — SCHWAB STRATEGIC TR

Ownership history in WEALTH MANAGEMENT RESOURCES, INC.  ·  17 quarters on record

This page tracks every 13F SEC filing in which WEALTH MANAGEMENT RESOURCES, INC. reported a position in SCHWAB STRATEGIC TR (SCHH). 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
4.5% (2022 Q1)
Avg. % of fund
3.37%
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 402,594 +4,517 +1.1% 2.96% $8.4M $20.89
2025 Q3 ADDED 398,077 +7,773 +2.0% 2.78% $8.6M $21.34
2025 Q2 ADDED 390,304 +23,789 +6.5% 2.82% $8.3M $20.78
2025 Q1 ADDED 366,515 +2,716 +0.7% 2.86% $7.9M $20.97
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHH price (monthly, adj. close)

Other funds also holding SCHH

As of 2025 Q4 — sorted by position size

DUMAC, INC. 3Y 7Y 25.18% ZynergyRetirementPlanningLLC 9.66% Strategic Financial Planning, Inc. 3Y 5.75% Pioneer Wealth Management Group 4.5% PURE PORTFOLIOS HOLDINGS LLC 4.03% MASON STREET ADVISORS, LLC 3Y 7Y 3.52% Upper Left Wealth Management, LLC 3Y 3.29% Courage Miller Partners, LLC 3Y 7Y 3.28% RATIONAL ADVISORS, INC. 3Y 7Y 3.16% BlueSky Wealth Advisors, LLC 3Y 7Y 2.83%
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