SEC 13F Intelligence

Family Firm, Inc. / SCHB

Family Firm, Inc.’s Schwab Strategic Tr Position

Does Family Firm, Inc. own Schwab Strategic Tr (SCHB)? Yes — 441.9K shares worth $11M (+2.54% of its 13F portfolio) as of Q2 2025, up from 429.1K shares the prior filed quarter.

Position Value
$11M
Q2 2025
Shares
441.9K
% of Portfolio
+2.54%
Quarters Held
27
currently held

Position History SCHB

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $7MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $8MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ3 ’24: $9MQ4 ’24: $10MQ4 ’24Q1 ’25: $9MQ2 ’25: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025441.9K$11M+2.54%
Q1 2025429.1K$9M+2.06%
Q4 2024697.3K$10M+2.15%
Q3 2024421.4K$9M+2.08%
Q2 2024408.4K$8M+1.82%
Q1 2024118.5K$7M+1.76%
Q4 2023109.8K$6M+1.58%
Q3 2023108.7K$5M+1.52%
Q2 2023107.3K$6M+1.47%
Q1 2023110.5K$5M+1.46%
Q4 2022104.9K$5M+1.37%
Q3 2022115.8K$5M+1.55%
Q2 2022150.5K$7M+1.96%
Q1 2022145.9K$8M+2.04%
Q4 202169.7K$8M+2.04%
Q3 202169.0K$8M+1.99%
Q2 202169.7K$7M+1.98%
Q1 202171.4K$7M+1.99%
Q4 202068.2K$6M+1.87%
Q3 202076.3K$6M+2.18%
Q2 202074.6K$5M+2.05%
Q1 202075.7K$5M+1.95%
Q4 201972.9K$6M+1.90%
Q3 2019110.4K$8M+2.77%
Q2 2019108.6K$8M+2.72%
Q1 2019108.7K$7M+2.71%
Q4 2018108.4K$7M+2.61%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Family Firm, Inc.’s full portfolio or all institutional holders of SCHB.