Holistic Financial Partners / SCHE
Holistic Financial Partners’s Schwab Strategic Tr Position
Does Holistic Financial Partners own Schwab Strategic Tr (SCHE)? Yes — 84.1K shares worth $3M (+1.03% of its 13F portfolio) as of Q1 2026, up from 81.5K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
84.1K
% of Portfolio
+1.03%
Quarters Held
30
currently held
Position History SCHE
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 84.1K | $3M | +1.03% |
| Q4 2025 | 81.5K | $3M | +0.97% |
| Q3 2025 | 76.5K | $3M | +1.05% |
| Q2 2025 | 79.1K | $2M | +1.04% |
| Q1 2025 | 186.5K | $5M | +2.48% |
| Q4 2024 | 220.8K | $6M | +2.92% |
| Q3 2024 | 245.2K | $7M | +3.44% |
| Q2 2024 | 242.6K | $6M | +3.23% |
| Q1 2024 | 255.4K | $6M | +3.28% |
| Q4 2023 | 253.9K | $6M | +3.79% |
| Q3 2023 | 258.4K | $6M | +4.11% |
| Q2 2023 | 275.5K | $7M | +4.71% |
| Q1 2023 | 280.9K | $7M | +5.39% |
| Q4 2022 | 420.1K | $10M | +8.90% |
| Q3 2022 | 412.5K | $9M | +9.15% |
| Q2 2022 | 413.9K | $11M | +9.91% |
| Q1 2022 | 449.0K | $12M | +7.92% |
| Q4 2021 | 510.6K | $15M | +8.77% |
| Q3 2021 | 671.7K | $20M | +12.62% |
| Q2 2021 | 637.9K | $21M | +12.52% |
| Q1 2021 | 625.4K | $20M | +13.11% |
| Q4 2020 | 661.7K | $20M | +13.99% |
| Q3 2020 | 659.1K | $18M | +14.16% |
| Q2 2020 | 645.0K | $16M | +13.56% |
| Q1 2020 | 588.8K | $12M | +12.63% |
| Q4 2019 | 636.8K | $17M | +10.42% |
| Q3 2019 | 600.4K | $15M | +13.38% |
| Q2 2019 | 425.0K | $11M | +11.11% |
| Q1 2019 | 404.4K | $11M | +4.43% |
| Q4 2018 | 364.2K | $9M | +8.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Holistic Financial Partners’s full portfolio or all institutional holders of SCHE.