Holistic Financial Partners / SCHZ
Holistic Financial Partners’s Schwab Strategic Tr Position
Does Holistic Financial Partners own Schwab Strategic Tr (SCHZ)? Not currently — the last reported position was 226.0K shares worth $11M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$11M
Q1 2022
Shares
226.0K
% of Portfolio
+7.26%
Quarters Held
13
position exited
Position History SCHZ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2022 | 226.0K | $11M | +7.26% |
| Q4 2021 | 208.8K | $11M | +6.52% |
| Q3 2021 | 208.0K | $11M | +6.96% |
| Q2 2021 | 199.7K | $11M | +6.51% |
| Q1 2021 | 189.9K | $10M | +6.76% |
| Q4 2020 | 197.8K | $11M | +7.65% |
| Q3 2020 | 198.5K | $11M | +8.92% |
| Q2 2020 | 233.2K | $13M | +11.32% |
| Q1 2020 | 176.9K | $10M | +9.95% |
| Q3 2019 | 185.3K | $10M | +8.84% |
| Q2 2019 | 188.1K | $10M | +9.94% |
| Q1 2019 | 173.2K | $9M | +3.78% |
| Q4 2018 | 158.2K | $8M | +8.34% |
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 SCHZ.