Ownership history in Ackerman Capital Advisors, LLC · 30 quarters on record
This page tracks every 13F SEC filing in which Ackerman Capital Advisors, LLC reported a position in SCHWAB STRATEGIC TR (FNDF). 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 Q4 | REDUCED | 164,114 | -14,006 | -7.9% | 1.49% | $7.4M | $45.21 |
| 2025 Q3 | ADDED | 178,120 | +235 | +0.1% | 1.60% | $7.7M | $41.70 |
| 2025 Q2 | REDUCED | 177,885 | -19,700 | -10.0% | 1.65% | $7.1M | $38.85 |
| 2025 Q1 | ADDED | 197,585 | +5,323 | +2.8% | 1.89% | $7.1M | $34.89 |
| 2024 Q4 | ADDED | 192,262 | +461 | +0.2% | 1.67% | $6.4M | $32.06 |
| 2024 Q3 | REDUCED | 191,801 | -411 | -0.2% | 1.85% | $7.2M | $35.04 |
| 2024 Q2 | REDUCED | 192,212 | -14,877 | -7.2% | 1.78% | $6.7M | $32.85 |
| 2024 Q1 | REDUCED | 207,089 | -3,453 | -1.6% | 2.04% | $7.4M | $33.09 |
| 2023 Q4 | REDUCED | 210,542 | -82,397 | -28.1% | 1.99% | $7.1M | $31.35 |
| 2023 Q3 | ADDED | 292,939 | +120,687 | +70.1% | 2.58% | $9.3M | $28.74 |
As of 2025 Q4 — sorted by position size