Gradient Capital Advisors, LLC / SCHF
Gradient Capital Advisors, LLC’s Schwab Strategic Tr Position
Does Gradient Capital Advisors, LLC own Schwab Strategic Tr (SCHF)? Yes — 424.6K shares worth $12M (+2.72% of its 13F portfolio) as of Q2 2026, down from 435.1K shares the prior filed quarter.
Position Value
$12M
Q2 2026
Shares
424.6K
% of Portfolio
+2.72%
Quarters Held
31
currently held
Position History SCHF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 424.6K | $12M | +2.72% |
| Q1 2026 | 435.1K | $11M | +2.79% |
| Q4 2025 | 448.3K | $11M | +2.78% |
| Q3 2025 | 454.2K | $11M | +2.83% |
| Q2 2025 | 466.5K | $10M | +3.05% |
| Q1 2025 | 478.4K | $9M | +3.09% |
| Q4 2024 | 487.7K | $9M | +2.91% |
| Q3 2024 | 244.1K | $10M | +3.32% |
| Q2 2024 | 245.5K | $9M | +3.37% |
| Q1 2024 | 257.4K | $10M | +3.69% |
| Q4 2023 | 266.5K | $10M | +3.75% |
| Q3 2023 | 269.4K | $9M | +3.83% |
| Q2 2023 | 273.0K | $10M | +3.90% |
| Q1 2023 | 277.2K | $10M | +4.10% |
| Q4 2022 | 278.5K | $9M | +4.08% |
| Q3 2022 | 276.8K | $8M | +3.72% |
| Q2 2022 | 264.8K | $8M | +4.00% |
| Q1 2022 | 259.1K | $10M | +4.03% |
| Q4 2021 | 252.4K | $10M | +4.08% |
| Q3 2021 | 252.7K | $10M | +4.48% |
| Q2 2021 | 254.2K | $10M | +4.70% |
| Q1 2021 | 252.5K | $10M | +5.03% |
| Q4 2020 | 261.4K | $9M | +5.37% |
| Q3 2020 | 272.0K | $9M | +5.33% |
| Q2 2020 | 276.2K | $8M | +5.56% |
| Q1 2020 | 270.7K | $7M | +5.65% |
| Q4 2019 | 300.9K | $10M | +7.04% |
| Q3 2019 | 309.6K | $10M | +7.37% |
| Q2 2019 | 312.2K | $10M | +7.70% |
| Q1 2019 | 314.3K | $10M | +7.85% |
| Q4 2018 | 325.1K | $9M | +7.96% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gradient Capital Advisors, LLC’s full portfolio or all institutional holders of SCHF.