Srh Advisors, LLC’s Schwab Strategic Tr Position
Does Srh Advisors, LLC own Schwab Strategic Tr (SCHB)? Yes — 395.0K shares worth $10M (+2.84% of its 13F portfolio) as of Q1 2026, down from 395.5K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
395.0K
% of Portfolio
+2.84%
Quarters Held
29
currently held
Position History SCHB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 395.0K | $10M | +2.84% |
| Q4 2025 | 395.5K | $10M | +2.99% |
| Q3 2025 | 387.9K | $10M | +2.91% |
| Q2 2025 | 387.8K | $9M | +2.81% |
| Q1 2025 | 387.8K | $8M | +2.58% |
| Q4 2024 | 381.5K | $9M | +2.57% |
| Q3 2024 | 125.8K | $8M | +2.54% |
| Q2 2024 | 124.4K | $8M | +2.62% |
| Q1 2024 | 124.3K | $8M | +2.41% |
| Q4 2023 | 122.4K | $7M | +2.38% |
| Q3 2023 | 122.4K | $6M | +2.97% |
| Q2 2023 | 101.9K | $5M | +2.60% |
| Q1 2023 | 101.9K | $5M | +2.60% |
| Q4 2022 | 101.5K | $5M | +2.52% |
| Q3 2022 | 108.3K | $5M | +5.92% |
| Q2 2022 | 126.2K | $6M | +6.88% |
| Q1 2022 | 106.0K | $6M | +6.28% |
| Q4 2021 | 45.9K | $5M | +5.90% |
| Q3 2021 | 41.4K | $4M | +5.23% |
| Q2 2021 | 38.2K | $4M | +4.97% |
| Q1 2021 | 37.3K | $4M | +5.13% |
| Q4 2020 | 36.7K | $3M | +5.53% |
| Q3 2020 | 36.2K | $3M | +5.55% |
| Q2 2020 | 35.0K | $3M | +6.39% |
| Q1 2020 | 34.8K | $2M | +5.84% |
| Q4 2019 | 34.4K | $3M | +8.48% |
| Q3 2019 | 33.6K | $2M | +8.04% |
| Q2 2019 | 32.5K | $2M | +7.82% |
| Q1 2019 | 28.9K | $2M | +6.98% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Srh Advisors, LLC’s full portfolio or all institutional holders of SCHB.