SEC 13F Intelligence

Prossimo Advisors, LLC / SCHP

Prossimo Advisors, LLC’s Schwab Strategic Tr Position

Does Prossimo Advisors, LLC own Schwab Strategic Tr (SCHP)? Yes — 23.0K shares worth $612,030 (+3.72% of its 13F portfolio) as of Q1 2026.

Position Value
$612,030
Q1 2026
Shares
23.0K
% of Portfolio
+3.72%
Quarters Held
9
currently held

Position History SCHP

Reported value by quarter
Q2 ’23: $628,000Q2 ’23Q2 ’24: $598,000Q3 ’24: $617,000Q3 ’24Q4 ’24: $594,000Q1 ’25: $618,000Q1 ’25Q2 ’25: $614,000Q3 ’25: $619,850Q3 ’25Q4 ’25: $609,270Q1 ’26: $612,030Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.0K$612,030+3.72%
Q4 202523.0K$609,270+3.92%
Q3 202523.0K$619,850+4.56%
Q2 202523.0K$614,000+0.49%
Q1 202523.0K$618,000+0.46%
Q4 202423.0K$594,000+0.43%
Q3 202411.5K$617,000+0.45%
Q2 202411.5K$598,000+0.54%
Q2 202312.0K$628,000+0.61%

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