Gill Capital Partners, LLC / SCHM
Gill Capital Partners, LLC’s Schwab Strategic Tr Position
Does Gill Capital Partners, LLC own Schwab Strategic Tr (SCHM)? Yes — 257.0K shares worth $8M (+2.29% of its 13F portfolio) as of Q1 2026, down from 258.8K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
257.0K
% of Portfolio
+2.29%
Quarters Held
23
currently held
Position History SCHM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 257.0K | $8M | +2.29% |
| Q4 2025 | 258.8K | $8M | +2.36% |
| Q3 2025 | 219.9K | $7M | +1.99% |
| Q2 2025 | 218.1K | $6M | +1.97% |
| Q1 2025 | 218.8K | $6M | +1.99% |
| Q4 2024 | 209.7K | $6M | +2.08% |
| Q3 2024 | 70.1K | $6M | +2.08% |
| Q2 2024 | 70.0K | $5M | +2.11% |
| Q1 2024 | 69.7K | $5M | +2.15% |
| Q4 2023 | 67.9K | $5M | +2.15% |
| Q3 2023 | 65.0K | $4M | +1.94% |
| Q2 2023 | 67.1K | $5M | +2.00% |
| Q1 2023 | 65.8K | $4M | +2.00% |
| Q4 2022 | 65.5K | $4M | +2.03% |
| Q3 2022 | 51.2K | $3M | +1.62% |
| Q2 2022 | 50.9K | $4M | +1.70% |
| Q1 2022 | 50.9K | $4M | +1.70% |
| Q3 2021 | 51.3K | $4M | +1.78% |
| Q2 2021 | 50.2K | $4M | +1.84% |
| Q1 2021 | 50.1K | $4M | +1.90% |
| Q4 2020 | 54.6K | $3M | +1.93% |
| Q1 2020 | 56.2K | $2M | +1.71% |
| Q4 2019 | 60.8K | $4M | +2.57% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gill Capital Partners, LLC’s full portfolio or all institutional holders of SCHM.