Hc Advisors, LLC’s Schwab Strategic Tr Position
Does Hc Advisors, LLC own Schwab Strategic Tr (SCHZ)? Yes — 227.6K shares worth $5M (+3.54% of its 13F portfolio) as of Q1 2026, up from 195.7K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
227.6K
% of Portfolio
+3.54%
Quarters Held
25
currently held
Position History SCHZ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 227.6K | $5M | +3.54% |
| Q4 2025 | 195.7K | $5M | +3.16% |
| Q3 2025 | 185.4K | $4M | +3.06% |
| Q2 2025 | 188.7K | $4M | +3.10% |
| Q1 2025 | 186.9K | $4M | +3.24% |
| Q4 2024 | 175.4K | $4M | +3.20% |
| Q3 2024 | 87.7K | $4M | +3.43% |
| Q2 2024 | 77.5K | $4M | +3.26% |
| Q1 2024 | 79.5K | $4M | +1.74% |
| Q4 2023 | 74.7K | $3M | +1.95% |
| Q3 2023 | 70.8K | $3M | +1.86% |
| Q2 2023 | 69.5K | $3M | +1.86% |
| Q1 2023 | 78.9K | $4M | +2.29% |
| Q4 2022 | 37.6K | $2M | +1.17% |
| Q3 2022 | 39.5K | $2M | +1.23% |
| Q2 2022 | 42.3K | $2M | +1.44% |
| Q1 2022 | 42.4K | $2M | +1.36% |
| Q4 2021 | 40.4K | $2M | +1.34% |
| Q3 2021 | 39.2K | $2M | +1.40% |
| Q2 2021 | 37.9K | $2M | +1.27% |
| Q1 2021 | 35.7K | $2M | +1.24% |
| Q4 2020 | 30.5K | $2M | +1.17% |
| Q3 2020 | 31.9K | $2M | +1.44% |
| Q2 2020 | 19.4K | $1M | +0.91% |
| Q4 2019 | 13.9K | $745,000 | +0.77% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Advisors, LLC’s full portfolio or all institutional holders of SCHZ.