Ulland Investment Advisors, LLC / SCHM
Ulland Investment Advisors, LLC’s Schwab Strategic Tr Position
Does Ulland Investment Advisors, LLC own Schwab Strategic Tr (SCHM)? Yes — 79.9K shares worth $2M (+2.12% of its 13F portfolio) as of Q1 2026, down from 80.4K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
79.9K
% of Portfolio
+2.12%
Quarters Held
18
currently held
Position History SCHM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 79.9K | $2M | +2.12% |
| Q4 2025 | 80.4K | $2M | +1.93% |
| Q3 2025 | 85.0K | $3M | +1.90% |
| Q2 2025 | 85.7K | $2M | +1.84% |
| Q1 2025 | 94.2K | $2M | +2.06% |
| Q4 2024 | 104.0K | $3M | +1.84% |
| Q3 2024 | 33.4K | $3M | +2.03% |
| Q2 2024 | 34.8K | $3M | +1.88% |
| Q1 2024 | 35.1K | $3M | +2.28% |
| Q4 2023 | 36.3K | $3M | +2.76% |
| Q3 2023 | 34.8K | $2M | +2.59% |
| Q2 2023 | 34.3K | $2M | +2.50% |
| Q1 2023 | 34.9K | $2M | +2.78% |
| Q4 2022 | 37.8K | $2M | +2.96% |
| Q3 2022 | 42.9K | $3M | +2.84% |
| Q2 2022 | 44.6K | $3M | +2.86% |
| Q1 2022 | 45.5K | $3M | +2.59% |
| Q4 2021 | 55.6K | $4M | +2.85% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ulland Investment Advisors, LLC’s full portfolio or all institutional holders of SCHM.