WealthPlan Investment Management, LLC SCHF — SCHWAB STRATEGIC TR

Ownership history in WealthPlan Investment Management, LLC  ·  11 quarters on record

AI Ownership Summary

WealthPlan Investment Management, LLC reported SCHWAB STRATEGIC TR (SCHF) in 11 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.07% in 2024 Q3. The latest visible filing shows SCHF at 1.41% 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 WealthPlan Investment Management, 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 Q1

SCHF was reported at 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.07% 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
2024 Q3 to 2026 Q1

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.

SCHF stock page WealthPlan Investment Management, LLC fund profile WealthPlan Investment Management, LLC full holdings
How WealthPlan Investment Management, LLC held SCHF — position size vs. price
% of Fund (quarterly)    SCHF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 1,019,447 -18,330 -1.8% 1.41% $25.2M 2026-04-29 $25.91
2025 Q4 ADDED — — — 1,037,777 +14,050 +1.4% 1.59% $24.9M 2026-02-05 $25.39
2025 Q3 ADDED — — — 1,023,727 +34,230 +3.5% 1.58% $23.8M 2025-10-27 $23.36
2025 Q2 ADDED — — — 989,497 +4,594 +0.5% 1.59% $21.9M 2025-07-28 $21.56
2025 Q1 REDUCED 11.1% +12.5% ❌ 984,903 -123,143 -11.1% 1.92% $19.5M 2025-05-12 $20.25
2024 Q4 ADDED — — — 1,108,046 +609,950 +122.5% 2.03% $20.5M 2025-01-30 $18.85
2024 Q3 ADDED — — — 498,096 +24,434 +5.2% 2.07% $20.5M 2024-11-05 $18.71
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHF

As of 2026 Q1 — sorted by position size

Persium Advisors, LLC 26.77% LCW Services, LLC 15.77% Sherwood Financial Partners, LLC 15.09% Evergreen Advisors, LLC 3Y 7Y 14.36% ZynergyRetirementPlanningLLC 13.91% KEYVANTAGE WEALTH, LLC 12.38% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 12.26% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 12.17% Empower Advisory Group, LLC 3Y 11.93% Gemmer Asset Management LLC 3Y 7Y 11.93%

FAQ About WealthPlan Investment Management, 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 WealthPlan Investment Management, LLC reported owning SCHF?

WealthPlan Investment Management, LLC reported SCHF across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SCHF position in WealthPlan Investment Management, LLC's portfolio?

The largest reported portfolio weight for SCHF was 2.07% in 2024 Q3.

What is the latest reported SCHF position on this page?

The most recent filing on this page is 2026 Q1, when WealthPlan Investment Management, LLC reported 1,019,447 shares, equal to 1.41% of portfolio, with an estimated market value of $25.2M.

What does the chart on this SCHF ownership page compare?

The chart compares WealthPlan Investment Management, 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.

How well did WealthPlan Investment Management, LLC time their SCHF position?

Based on 13F filing dates vs. subsequent SCHF price moves, WealthPlan Investment Management, LLC correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on SCHF relative to SPY over the holding period was +10.9%.

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