SCHH — SCHWAB STRATEGIC TR

Ownership history in WealthCollab, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WealthCollab, LLC 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
3.55% (2024 Q3)
Avg. % of fund
3.14%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 260,338 +2,034 +0.8% 2.22% $5.4M $20.89
2025 Q3 ADDED 258,304 +2,697 +1.1% 2.56% $5.6M $21.34
2025 Q2 ADDED 255,607 +696 +0.3% 3.02% $5.4M $20.78
2025 Q1 ADDED 254,911 +3,585 +1.4% 3.39% $5.5M $20.97
4 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% WEALTH MANAGEMENT RESOURCES, INC. 3Y 2.96%
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