Question 1

Who owns SCHV stock?

Accepted Answer

SCHV (SCHWAB STRATEGIC TR) is held by 2 tracked superinvestors with an aggregate position value of $1M based on the most recent SEC 13F filings. Top institutional holders include: Wally Obermeyer, FPA Queens Road.

Question 2

How much SCHV do superinvestors hold in aggregate?

Accepted Answer

Across 2 tracked managers, superinvestors collectively report $1M in SCHV positions worth 29,594 shares.

Question 3

What is the largest holder of SCHV?

Accepted Answer

The largest tracked holder of SCHV is Wally Obermeyer (Obermeyer Wealth Partners) with 19,349 shares worth $673,525, representing 0.03% of their portfolio.

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Wally Obermeyer	Obermeyer Wealth Partners	19349	$674K	0.03%	$34.81	Q2 2026
FPA Queens Road	Bragg Financial Advisors	10245	$357K	0.01%	$34.81	Q2 2026

SCHVSCHWAB STRATEGIC TR

📊 Holdings Over Time

Quarter-by-Quarter Activity