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SCHFSCHF
26 quarters

Position history for WAWealthspire Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Yes. Wealthspire Advisors holds 10,939,617 shares of SCHF, worth $303M, as of its Q2 2026 13F filing. It reduced the position by 1,269,463 shares (-10.4%) from Q1 2026. Wealthspire Advisors has held SCHF since Q1 2020, across 26 quarterly 13F filings. SCHF is 1.7% of Wealthspire Advisors' reported 13F portfolio.

Current Value

$303M

Current Shares

10.9M

Total Value Change

+$225.8M

Total Shares Change

+8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10.9M
-10.4%
$303M1.7%$27.70
0
2026-Q1
Increased
12.2M
+12.0%
$302.2M2.4%$24.60
59
2025-Q4
Decreased
10.9M
-49.5%
$262M2.1%$23.90
0
2025-Q3
Increased
21.6M
+0.3%
$502.6M2.6%$22.50
54
2025-Q2
Increased
21.5M
+5.2%
$475.7M2.7%$21.36
57
2025-Q1
Increased
20.5M
+100.6%
$404.7M2.4%$18.99
86
2024-Q4
Increased
10.2M
+105.6%
$188.7M1.9%$17.76
78
2024-Q3
Increased
5M
+0.9%
$203.9M2.1%$19.31
53
2024-Q2
Increased
4.9M
+0.1%
$188.8M2.4%$18.04
52
2024-Q1
Decreased
4.9M
-4.1%
$191.5M2.6%$18.15
0
2023-Q4
Increased
5.1M
+1.8%
$189.1M2.7%$17.20
53
2023-Q3
Increased
5M
+0.1%
$170.7M2.8%$15.49
52
2023-Q2
Decreased
5M
-0.3%
$179M2.9%$16.26
0
2023-Q1
Decreased
5M
-0.1%
$175.3M3.0%$15.70
0
2022-Q4
Decreased
5M
-2.2%
$162.4M3.0%$14.53
0
2022-Q3
Increased
5.2M
+17.1%
$145M3.0%$12.45
65
2022-Q2
Increased
4.4M
+6.1%
$138.4M2.9%$13.92
55
2022-Q1
Increased
4.1M
+18.8%
$152.2M3.4%$16.11
66
2021-Q4
Increased
3.5M
+5.7%
$135.6M3.0%$17.05
59
2021-Q3
Decreased
3.3M
-2.2%
$127.8M2.7%$16.59
0
2021-Q2
Decreased
3.4M
-2.0%
$133.2M3.5%$16.91
0
2021-Q1
Increased
3.4M
+2.1%
$129.7M3.1%$15.99
56
2020-Q4
Increased
3.4M
+40.1%
$121.6M3.6%$15.31
73
2020-Q3
Decreased
2.4M
-1.1%
$75.7M4.5%$13.16
0
2020-Q2
Decreased
2.4M
-18.4%
$72.5M5.0%$12.47
0
2020-Q1
New
3M
-
$77.2M3.2%$10.74
82

Other major holders of SCHF: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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