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SCHCSCHC
11 quarters

Position history for FWFocus Partners Wealth's holdings in SCHWAB STRATEGIC TR

Yes. Focus Partners Wealth holds 962,706 shares of SCHC, worth $46.3M, as of its Q2 2026 13F filing. It reduced the position by 62,429 shares (-6.1%) from Q1 2026. Focus Partners Wealth has held SCHC in every 13F on record since Q4 2023, 11 quarterly filings.

Current Value

$46.3M

Current Shares

962,706

Total Value Change

+$14.8M

Total Shares Change

+58,912

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
962,706
-6.1%
$46.3M0.0%$48.12
0
2026-Q1
Decreased
1M
-0.5%
$47.9M0.1%$46.64
0
2025-Q4
Increased
1M
+8.1%
$46.9M0.1%$45.43
32
2025-Q3
Decreased
953,388
-4.6%
$43.4M0.1%$43.87
0
2025-Q2
Decreased
999,324
-7.8%
$42.6M0.1%$41.05
0
2025-Q1
Increased
1.1M
+6.8%
$38.9M0.1%$34.51
31
2024-Q4
Increased
1M
+8.6%
$34.8M0.1%$33.02
31
2024-Q3
Decreased
934,656
-48.5%
$36M0.1%$35.86
0
2024-Q2
Increased
1.8M
+98.5%
$64.6M0.2%$33.12
57
2024-Q1
Increased
914,229
+1.1%
$32.7M0.3%$33.22
35
2023-Q4
First report
903,794
-
$31.5M0.4%$32.38
0

Other major holders of SCHC: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, Corient Private Wealth LP, TIAA TRUST, NATIONAL ASSOCIATION, Savant Capital, LLC, PNC FINANCIAL SERVICES GROUP, INC.

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