SEC 13F Intelligence

Roble, Belko & Company, Inc / SCHP

Roble, Belko & Company, Inc’s Schwab Strategic Tr Position

Does Roble, Belko & Company, Inc own Schwab Strategic Tr (SCHP)? Yes532.8K shares worth $14M (+1.80% of its 13F portfolio) as of Q1 2026, up from 394.5K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
532.8K
% of Portfolio
+1.80%
Quarters Held
10
currently held

Position History SCHP

Reported value by quarter
Q4 ’23: $113,000Q4 ’23Q1 ’24: $113,000Q2 ’24: $113,000Q2 ’24Q3 ’24: $116,000Q4 ’24: $112,000Q4 ’24Q1 ’25: $117,000Q2 ’25: $10MQ2 ’25Q3 ’25: $10MQ4 ’25: $10MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026532.8K$14M+1.80%
Q4 2025394.5K$10M+1.37%
Q3 2025385.6K$10M+1.41%
Q2 2025377.7K$10M+1.47%
Q1 20254.3K$117,000+0.02%
Q4 20244.3K$112,000+0.02%
Q3 20242.2K$116,000+0.02%
Q2 20242.2K$113,000+0.02%
Q1 20242.2K$113,000+0.02%
Q4 20232.2K$113,000+0.02%

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