SCUS — SCHWAB STRATEGIC TR

Ownership history in WealthPLAN Partners, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in SCHWAB STRATEGIC TR (SCUS). 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
0.13% (2025 Q1)
Avg. % of fund
0.08%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 21,293 +9,301 +77.6% 0.08% $536K $25.02
2025 Q2 REDUCED 11,992 -23,268 -66.0% 0.05% $302K $24.46
2025 Q1 ADDED 35,260 +9,033 +34.4% 0.13% $888K $24.19
2024 Q4 ADDED 26,227 +5,393 +25.9% 0.09% $659K $23.94
2024 Q3 INITIATED 20,834 — — 0.07% $526K $23.67
% of Fund (quarterly)    SCUS price (monthly, adj. close)

Other funds also holding SCUS

As of 2025 Q4 — sorted by position size

Hummer Financial Advisory Services Inc 3Y 0.44% Mainstream Capital Management LLC 0.32% Coastwise Capital Group, LLC 3Y 0.3% Hayek Kallen Investment Management 3Y 7Y 0.24% Hayek Kallen Investment Management 3Y 7Y 0.23% Sculati Wealth Management, LLC 3Y 0.13% Hayek Kallen Investment Management 3Y 7Y 0.11% FLOW TRADERS U.S. LLC 3Y 7Y 0.06% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.03% Concurrent Investment Advisors, LLC 0.02%
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