William Howard & Co Financial Advisors Inc SCHV — SCHWAB STRATEGIC TR

Ownership history in William Howard & Co Financial Advisors Inc  ·  10 quarters on record

AI Ownership Summary

William Howard & Co Financial Advisors Inc reported SCHWAB STRATEGIC TR (SCHV) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.21% in 2025 Q3. The latest visible filing shows SCHV at 0.21% 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 SCHV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was William Howard & Co Financial Advisors Inc'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

SCHV was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 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.

SCHV stock page William Howard & Co Financial Advisors Inc fund profile William Howard & Co Financial Advisors Inc full holdings
How William Howard & Co Financial Advisors Inc held SCHV — position size vs. price
% of Fund (quarterly)    SCHV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 7,630 +35 +0.5% 0.21% $266K 2026-07-09 $34.32
2026 Q1 REDUCED — — — 7,595 -354 -4.5% 0.20% $232K 2026-04-30 $32.32
2025 Q4 REDUCED 5.4% +3.5% ❌ 7,949 -456 -5.4% 0.20% $235K 2026-01-21 $30.64
2025 Q3 ADDED — — — 8,405 +43 +0.5% 0.21% $245K 2025-10-21 $28.77
2025 Q2 ADDED — — — 8,362 +43 +0.5% 0.20% $231K 2025-07-11 $27.46
2025 Q1 ADDED — — — 8,319 +45 +0.5% 0.21% $221K 2025-04-25 $24.92
2024 Q4 ADDED — — — 8,274 +5,531 +201.6% 0.20% $216K 2025-01-28 $26.31
2024 Q3 ADDED — — — 2,743 +32 +1.2% 0.19% $220K 2024-10-28 $25.92
2024 Q2 UNCHANGED — — — 2,711 — 0% 0.19% $201K 2024-08-07 $23.56
2024 Q1 INITIATED — — — 2,711 — — 0.19% $206K 2024-05-15 $24.03

🏢 Other funds also holding SCHV

As of 2026 Q2 — sorted by position size

HRC WEALTH MANAGEMENT, LLC 18.55% JBGlobal.com LLC 16.91% Meriwether Wealth & Planning, LLC 11.58% Peak Wealth Management LLC 11.4% Veery Capital, LLC 3Y 11.18% GenWealth Group, Inc. 3Y 7Y 9.12% Plus Group Wealth Advisors LLC 8.72% CATHY PARETO & ASSOCIATES, INC 8.34% Gemmer Asset Management LLC 3Y 7Y 7.89% Arnold Financial Planning LLC 6.59%

FAQ About William Howard & Co Financial Advisors Inc and SCHV

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

How long has William Howard & Co Financial Advisors Inc reported owning SCHV?

William Howard & Co Financial Advisors Inc reported SCHV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SCHV position in William Howard & Co Financial Advisors Inc's portfolio?

The largest reported portfolio weight for SCHV was 0.21% in 2025 Q3.

What is the latest reported SCHV position on this page?

The most recent filing on this page is 2026 Q2, when William Howard & Co Financial Advisors Inc reported 7,630 shares, equal to 0.21% of portfolio, with an estimated market value of $266K.

What does the chart on this SCHV ownership page compare?

The chart compares William Howard & Co Financial Advisors Inc's quarterly SCHV 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 William Howard & Co Financial Advisors Inc time their SCHV position?

Based on 13F filing dates vs. subsequent SCHV price moves, William Howard & Co Financial Advisors Inc correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on SCHV relative to SPY over the holding period was -0.9%.

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