Ownership history in ACAS, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which ACAS, LLC reported a position in SCHWAB STRATEGIC TR (SCHD). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | REDUCED | 81,959 | -1,181 | -1.4% | 1.51% | $2.3M | $25.98 |
| 2025 Q1 | ADDED | 83,140 | +23 | +0.0% | 1.63% | $2.1M | $27.15 |
| 2024 Q4 | ADDED | 83,117 | +55,199 | +197.7% | 1.72% | $2.3M | $26.29 |
| 2024 Q3 | REDUCED | 27,918 | -182 | -0.6% | 1.95% | $2.4M | $26.86 |
As of 2025 Q4 — sorted by position size