SGVT — SCHWAB STRATEGIC TR

Ownership history in Able Wealth Management LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in SCHWAB STRATEGIC TR (SGVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.38% (2025 Q3)
Avg. % of fund
0.38%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 9,939 — — 0.38% $1.0M $98.95
% of Fund (quarterly)    SGVT price (monthly, adj. close)

Other funds also holding SGVT

As of 2025 Q4 — sorted by position size

UPTICK PARTNERS, LLC 3.1% Addison Capital Co 3Y 7Y 2.29% Encompass More Asset Management 0.92% Luken Investment Analytics, LLC 3Y 0.58% WealthPlan Investment Management, LLC 3Y 0.46% Worth Asset Management, LLC 3Y 0.37% Crumly & Associates Inc. 3Y 0.29% Claris Financial LLC 0.23% Tower Research Capital LLC (TRC) 3Y 7Y 0.19% Pinnacle Family Advisors, LLC 3Y 7Y 0.18%
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