SEC 13F Intelligence

Leconte Wealth Management, LLC / SCHY

Leconte Wealth Management, LLC’s Schwab Strategic Tr Position

Does Leconte Wealth Management, LLC own Schwab Strategic Tr (SCHY)? Yes — 171.8K shares worth $5M (+3.52% of its 13F portfolio) as of Q1 2026, down from 207.0K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
171.8K
% of Portfolio
+3.52%
Quarters Held
5
currently held

Position History SCHY

Reported value by quarter
Q1 ’25: $10MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026171.8K$5M+3.52%
Q4 2025207.0K$6M+4.03%
Q3 2025234.3K$7M+4.37%
Q2 2025294.6K$8M+5.45%
Q1 2025412.6K$10M+6.67%

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