Holistic Financial Partners / SCHF
Holistic Financial Partners’s Schwab Strategic Tr Position
Does Holistic Financial Partners own Schwab Strategic Tr (SCHF)? Yes — 558.1K shares worth $14M (+5.13% of its 13F portfolio) as of Q1 2026, up from 553.4K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
558.1K
% of Portfolio
+5.13%
Quarters Held
30
currently held
Position History SCHF
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 558.1K | $14M | +5.13% |
| Q4 2025 | 553.4K | $13M | +4.82% |
| Q3 2025 | 532.6K | $12M | +5.08% |
| Q2 2025 | 532.9K | $12M | +5.15% |
| Q1 2025 | 533.8K | $11M | +5.09% |
| Q4 2024 | 538.2K | $10M | +4.94% |
| Q3 2024 | 259.1K | $11M | +5.13% |
| Q2 2024 | 253.4K | $10M | +4.89% |
| Q1 2024 | 273.7K | $11M | +5.43% |
| Q4 2023 | 277.8K | $10M | +6.18% |
| Q3 2023 | 285.7K | $10M | +6.44% |
| Q2 2023 | 330.9K | $12M | +8.20% |
| Q1 2023 | 323.0K | $11M | +8.80% |
| Q4 2022 | 304.5K | $10M | +8.78% |
| Q3 2022 | 303.0K | $9M | +8.44% |
| Q2 2022 | 303.5K | $10M | +9.01% |
| Q1 2022 | 309.9K | $11M | +7.23% |
| Q4 2021 | 338.4K | $13M | +7.63% |
| Q3 2021 | 332.1K | $13M | +7.92% |
| Q2 2021 | 317.3K | $13M | +7.47% |
| Q1 2021 | 309.6K | $12M | +7.68% |
| Q4 2020 | 313.2K | $11M | +7.78% |
| Q3 2020 | 310.0K | $10M | +7.80% |
| Q2 2020 | 306.5K | $9M | +7.87% |
| Q1 2020 | 369.7K | $10M | +9.91% |
| Q4 2019 | 388.4K | $13M | +7.81% |
| Q3 2019 | 369.4K | $12M | +10.44% |
| Q2 2019 | 257.5K | $8M | +8.24% |
| Q1 2019 | 243.0K | $8M | +3.20% |
| Q4 2018 | 211.0K | $6M | +6.23% |
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 SCHF.