SCHF β€” SCHWAB STRATEGIC TR

Ownership history in Wealthfront Advisers LLC  Β·  28 quarters on record

AI Ownership Summary

Wealthfront Advisers LLC reported SCHWAB STRATEGIC TR (SCHF) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.46% in 2024 Q2. The latest visible filing shows SCHF at 5.99% 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 Wealthfront Advisers 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
2025 Q4

SCHF was reported at 5.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.46% in 2024 Q2

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.

How Wealthfront Advisers LLC held SCHF β€” position size vs. price
% of Fund (quarterly)    SCHF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 111,479,482 +1,497,065 +1.4% 5.99% $2.68B 2026-02-14 (Est.) $26.49
2025 Q3 ADDED 109,982,417 +290,693 +0.3% 6.01% $2.56B 2025-11-06 $22.92
2025 Q2 ADDED 109,691,724 +4,920,805 +4.7% 6.24% $2.42B 2025-07-31 $21.18
2025 Q1 ADDED 104,770,919 +54,145,612 +107.0% 5.56% $2.07B 2025-05-02 $20.16
2024 Q3 ADDED 50,625,307 +676,944 +1.4% 6.40% $2.08B 2024-11-12 $18.18
2024 Q2 ADDED 49,948,363 +4,214,300 +9.2% 6.46% $1.92B 2024-08-14 $18.34
2024 Q1 ADDED 45,734,063 +893,555 +2.0% 6.24% $1.78B 2024-04-19 $17.42
2023 Q4 REDUCED 44,840,508 -1,394,289 -3.0% 6.37% $1.66B 2024-02-09 $17.25
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SCHF

As of 2026 Q1 β€” sorted by position size

Hamrick Investment Counsel, llc 2.99% Bangor Savings Bank 3Y 7Y 2.47% BURKETT FINANCIAL SERVICES, LLC 0.56%

FAQ About Wealthfront Advisers LLC and SCHF

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

How long has Wealthfront Advisers LLC reported owning SCHF?

Wealthfront Advisers LLC reported SCHF across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHF position in Wealthfront Advisers LLC's portfolio?

The largest reported portfolio weight for SCHF was 6.46% in 2024 Q2.

What is the latest reported SCHF position on this page?

The most recent filing on this page is 2025 Q4, when Wealthfront Advisers LLC reported 111,479,482 shares, equal to 5.99% of portfolio, with an estimated market value of $2.68B.

What does the chart on this SCHF ownership page compare?

The chart compares Wealthfront Advisers LLC'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.

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