SEC 13F Intelligence

Carolina Wealth Advisors, LLC / SCHY

Carolina Wealth Advisors, LLC’s Schwab Strategic Tr Position

Does Carolina Wealth Advisors, LLC own Schwab Strategic Tr (SCHY)? Yes — 136.9K shares worth $4M (+1.70% of its 13F portfolio) as of Q2 2026, up from 130.9K shares the prior filed quarter.

Position Value
$4M
Q2 2026
Shares
136.9K
% of Portfolio
+1.70%
Quarters Held
5
currently held

Position History SCHY

Reported value by quarter
Q2 ’25: $29,702Q2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26Q2 ’26: $4MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026136.9K$4M+1.70%
Q1 2026130.9K$4M+1.73%
Q4 202593.1K$3M+1.24%
Q3 202591.4K$3M+1.10%
Q2 20251.1K$29,702+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Carolina Wealth Advisors, LLC’s full portfolio or all institutional holders of SCHY.