SEC 13F Intelligence

Usadvisors Wealth Management, LLC / SCHM

Usadvisors Wealth Management, LLC’s Schwab Strategic Tr Position

Does Usadvisors Wealth Management, LLC own Schwab Strategic Tr (SCHM)? Not currently — the last reported position was 50.8K shares worth $2M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q1 2020
Shares
50.8K
% of Portfolio
+1.32%
Quarters Held
6
position exited

Position History SCHM

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ1 ’19Q2 ’19: $14MQ2 ’19Q3 ’19: $14MQ3 ’19Q4 ’19: $8MQ4 ’19Q1 ’20: $2MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202050.8K$2M+1.32%
Q4 2019126.7K$8M+3.95%
Q3 2019247.8K$14M+7.23%
Q2 2019246.2K$14M+6.02%
Q1 2019120.1K$7M+4.73%
Q4 2018117.1K$6M+4.58%

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 SCHM.