Ownership history in Advisory Alpha, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in SCHWAB STRATEGIC TR (SCHV). 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 Q3 | ADDED | 8,165 | +778 | +10.5% | 0.01% | $238K | $28.95 |
| 2025 Q2 | ADDED | 7,387 | +4,047 | +121.2% | 0.01% | $204K | $27.38 |
| 2023 Q4 | REDUCED | 3,340 | -280 | -7.7% | 0.01% | $234K | $22.36 |
| 2022 Q4 | REDUCED | 3,620 | -2,870 | -44.2% | 0.02% | $239K | $20.53 |
| 2022 Q2 | ADDED | 6,490 | +4,284 | +194.2% | 0.03% | $405K | $19.15 |
| 2020 Q1 | REDUCED | 2,206 | -150,637 | -98.6% | 0.03% | $100K | $12.83 |
| 2019 Q4 | ADDED | 152,843 | +5,699 | +3.9% | 2.24% | $9.2M | $17.24 |
| 2019 Q3 | ADDED | 147,144 | +20,625 | +16.3% | 2.40% | $8.1M | $16.10 |
| 2019 Q2 | ADDED | 126,519 | +4,686 | +3.8% | 2.39% | $7.2M | $15.82 |
| 2019 Q1 | ADDED | 121,833 | +15,671 | +14.8% | 2.43% | $6.7M | $15.32 |
As of 2025 Q4 — sorted by position size