Shelton Wealth Management, LLC / SCHX
Shelton Wealth Management, LLC’s Schwab Strategic Tr Position
Does Shelton Wealth Management, LLC own Schwab Strategic Tr (SCHX)? Yes — 156.4K shares worth $4M (+1.75% of its 13F portfolio) as of Q1 2026, down from 163.5K shares the prior filed quarter.
Position Value
$4M
Q1 2026
Shares
156.4K
% of Portfolio
+1.75%
Quarters Held
18
currently held
Position History SCHX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 156.4K | $4M | +1.75% |
| Q4 2025 | 163.5K | $4M | +1.89% |
| Q3 2025 | 167.7K | $4M | +2.00% |
| Q2 2025 | 179.7K | $4M | +2.12% |
| Q1 2025 | 184.8K | $4M | +2.22% |
| Q4 2024 | 202.1K | $5M | +2.42% |
| Q3 2024 | 75.1K | $5M | +2.77% |
| Q2 2024 | 84.9K | $5M | +3.09% |
| Q1 2024 | 101.6K | $6M | +3.97% |
| Q4 2023 | 107.3K | $6M | +4.29% |
| Q3 2023 | 139.6K | $7M | +5.65% |
| Q2 2023 | 143.0K | $7M | +5.80% |
| Q1 2023 | 164.6K | $8M | +6.46% |
| Q4 2022 | 158.5K | $7M | +5.65% |
| Q3 2022 | 159.6K | $7M | +6.02% |
| Q2 2022 | 159.1K | $7M | +6.04% |
| Q1 2022 | 137.3K | $7M | +5.83% |
| Q4 2021 | 71.0K | $8M | +6.36% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shelton Wealth Management, LLC’s full portfolio or all institutional holders of SCHX.