Wealthcare Capital Partners, LLC SCHX — SCHWAB STRATEGIC TR

Ownership history in Wealthcare Capital Partners, LLC  ·  5 quarters on record

AI Ownership Summary

Wealthcare Capital Partners, LLC reported SCHWAB STRATEGIC TR (SCHX) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.35% in 2026 Q2. The latest visible filing shows SCHX at 0.35% 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 SCHX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Capital Partners, 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 Q2

SCHX was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% 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 Q4 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.

SCHX stock page Wealthcare Capital Partners, LLC fund profile Wealthcare Capital Partners, LLC full holdings
How Wealthcare Capital Partners, LLC held SCHX — position size vs. price
% of Fund (quarterly)    SCHX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 28,776 +20,677 +255.3% 0.35% $847K 2026-07-09 $29.63
2025 Q3 REDUCED 40.4% +3.4% ❌ 8,099 -5,490 -40.4% 0.10% $213K 2025-11-07 $26.31
2025 Q2 REDUCED 17.8% +7.8% ❌ 13,589 -2,945 -17.8% 0.17% $332K 2025-07-22 $24.63
2025 Q1 REDUCED — — — 16,534 -204 -1.2% 0.19% $365K 2025-04-14 $20.96
2024 Q4 INITIATED — — — 16,738 — — 0.20% $388K 2025-01-29 $23.47

🏢 Other funds also holding SCHX

As of 2026 Q2 — sorted by position size

FSA Investment Group, LLC 38.79% SAGE FINANCIAL GROUP INC 3Y 7Y 37.5% Benson Investment Management Company, Inc. 3Y 7Y 36.1% SIMS INVESTMENT MANAGEMENT, LLC 30.48% Richardson Capital Management LLC 22.53% Kohmann Bosshard Financial Services, LLC 3Y 7Y 19.74% FIDELIS iM, LLC 3Y 16.27% HRC WEALTH MANAGEMENT, LLC 14.97% White & Co Financial Planning Inc 14.87% Family Legacy Financial Solutions, LLC 13.63%

FAQ About Wealthcare Capital Partners, LLC and SCHX

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

How long has Wealthcare Capital Partners, LLC reported owning SCHX?

Wealthcare Capital Partners, LLC reported SCHX across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported SCHX position in Wealthcare Capital Partners, LLC's portfolio?

The largest reported portfolio weight for SCHX was 0.35% in 2026 Q2.

What is the latest reported SCHX position on this page?

The most recent filing on this page is 2026 Q2, when Wealthcare Capital Partners, LLC reported 28,776 shares, equal to 0.35% of portfolio, with an estimated market value of $847K.

What does the chart on this SCHX ownership page compare?

The chart compares Wealthcare Capital Partners, LLC's quarterly SCHX 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 Wealthcare Capital Partners, LLC time their SCHX position?

Based on 13F filing dates vs. subsequent SCHX price moves, Wealthcare Capital Partners, LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on SCHX relative to SPY over the holding period was -0.4%.

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