Usadvisors Wealth Management, LLC / SCHG
Usadvisors Wealth Management, LLC’s Schwab Strategic Tr Position
Does Usadvisors Wealth Management, LLC own Schwab Strategic Tr (SCHG)? Yes — 624.5K shares worth $18M (+5.83% of its 13F portfolio) as of Q1 2026, up from 590.1K shares the prior filed quarter.
Position Value
$18M
Q1 2026
Shares
624.5K
% of Portfolio
+5.83%
Quarters Held
25
currently held
Position History SCHG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 624.5K | $18M | +5.83% |
| Q4 2025 | 590.1K | $19M | +6.34% |
| Q3 2025 | 554.6K | $18M | +6.10% |
| Q2 2025 | 526.0K | $15M | +5.71% |
| Q1 2025 | 501.6K | $13M | +4.38% |
| Q4 2024 | 481.8K | $13M | +4.36% |
| Q3 2024 | 115.0K | $12M | +4.17% |
| Q2 2024 | 180.0K | $16M | +5.54% |
| Q1 2024 | 98.3K | $9M | +3.45% |
| Q4 2023 | 92.3K | $8M | +3.18% |
| Q3 2023 | 4.1K | $298,000 | +0.13% |
| Q3 2022 | 10.5K | $588,000 | +0.30% |
| Q2 2022 | 10.5K | $611,000 | +0.31% |
| Q4 2021 | 6.7K | $1M | +0.45% |
| Q3 2021 | 7.7K | $1M | +0.49% |
| Q1 2021 | 8.5K | $1M | +0.54% |
| Q4 2020 | 104.5K | $13M | +6.45% |
| Q3 2020 | 117.5K | $13M | +2.10% |
| Q2 2020 | 119.2K | $12M | +6.43% |
| Q1 2020 | 104.6K | $8M | +5.15% |
| Q4 2019 | 98.2K | $9M | +4.75% |
| Q3 2019 | 100.5K | $8M | +4.36% |
| Q2 2019 | 100.6K | $8M | +3.58% |
| Q1 2019 | 101.2K | $8M | +5.71% |
| Q4 2018 | 99.3K | $7M | +5.59% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Usadvisors Wealth Management, LLC’s full portfolio or all institutional holders of SCHG.