Gradient Capital Advisors, LLC / SCHX
Gradient Capital Advisors, LLC’s Schwab Strategic Tr Position
Does Gradient Capital Advisors, LLC own Schwab Strategic Tr (SCHX)? Yes — 259.8K shares worth $8M (+1.77% of its 13F portfolio) as of Q2 2026, down from 261.2K shares the prior filed quarter.
Position Value
$8M
Q2 2026
Shares
259.8K
% of Portfolio
+1.77%
Quarters Held
31
currently held
Position History SCHX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 259.8K | $8M | +1.77% |
| Q1 2026 | 261.2K | $7M | +1.74% |
| Q4 2025 | 265.9K | $7M | +1.84% |
| Q3 2025 | 279.8K | $7M | +1.98% |
| Q2 2025 | 282.4K | $7M | +2.04% |
| Q1 2025 | 276.6K | $6M | +1.99% |
| Q4 2024 | 283.5K | $7M | +2.12% |
| Q3 2024 | 96.8K | $7M | +2.17% |
| Q2 2024 | 101.5K | $7M | +2.33% |
| Q1 2024 | 104.1K | $6M | +2.37% |
| Q4 2023 | 110.9K | $6M | +2.38% |
| Q3 2023 | 115.5K | $6M | +2.44% |
| Q2 2023 | 120.0K | $6M | +2.52% |
| Q1 2023 | 120.6K | $6M | +2.48% |
| Q4 2022 | 124.6K | $6M | +2.56% |
| Q3 2022 | 117.5K | $5M | +2.38% |
| Q2 2022 | 97.2K | $4M | +2.08% |
| Q1 2022 | 94.5K | $5M | +2.16% |
| Q4 2021 | 46.3K | $5M | +2.20% |
| Q3 2021 | 47.6K | $5M | +2.27% |
| Q2 2021 | 48.7K | $5M | +2.37% |
| Q1 2021 | 49.7K | $5M | +2.53% |
| Q4 2020 | 51.0K | $5M | +2.64% |
| Q3 2020 | 54.5K | $4M | +2.74% |
| Q2 2020 | 64.9K | $5M | +3.25% |
| Q1 2020 | 76.4K | $5M | +3.78% |
| Q4 2019 | 56.7K | $4M | +3.03% |
| Q3 2019 | 61.1K | $4M | +3.24% |
| Q2 2019 | 69.1K | $5M | +3.73% |
| Q1 2019 | 77.1K | $5M | +4.16% |
| Q4 2018 | 83.6K | $5M | +4.31% |
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 SCHX.