SCHC — SCHWAB STRATEGIC TR

Ownership history in Beckerman Institutional, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in SCHWAB STRATEGIC TR (SCHC). 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
1.25% (2025 Q3)
Avg. % of fund
1.09%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 47,800 +1,064 +2.3% 1.22% $2.2M $45.53
2025 Q3 ADDED 46,736 +4,981 +11.9% 1.25% $2.1M $43.96
2025 Q2 ADDED 41,755 +4,206 +11.2% 1.18% $1.8M $41.14
2025 Q1 ADDED 37,549 +3,821 +11.3% 0.98% $1.3M $34.58
2024 Q4 ADDED 33,728 +2,780 +9.0% 0.93% $1.2M $33.09
2024 Q3 INITIATED 30,948 — — 1.00% $1.2M $35.95
% of Fund (quarterly)    SCHC price (monthly, adj. close)

Other funds also holding SCHC

As of 2025 Q4 — sorted by position size

Fort Vancouver Investment Management, LLC 4.57% Strategic Financial Planning, Inc. 3Y 4.41% McAdam, LLC 3Y 7Y 3.34% Upper Left Wealth Management, LLC 3Y 2.73% SageView Advisory Group, LLC 3Y 2.7% SIGNAL TREE FINANCIAL PARTNERS LLC 2.44% Courage Miller Partners, LLC 3Y 7Y 2.32% Brand Asset Management Group, Inc. 3Y 7Y 2.25% Brooklyn FI, LLC 3Y 2.13% Johnson Financial Group, LLC 3Y 7Y 2.09%
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