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 (SCHO). 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 | 126,470 | -235 | -0.2% | 1.73% | $3.1M | $24.21 |
| 2025 Q3 | ADDED | 126,705 | +10,959 | +9.5% | 1.82% | $3.1M | $23.94 |
| 2025 Q2 | ADDED | 115,746 | +18,367 | +18.9% | 1.87% | $2.8M | $23.67 |
| 2025 Q1 | ADDED | 97,379 | +7,092 | +7.9% | 1.72% | $2.4M | $23.39 |
| 2024 Q4 | ADDED | 90,287 | +53,101 | +142.8% | 1.74% | $2.2M | $22.95 |
| 2024 Q3 | INITIATED | 37,186 | — | — | 1.53% | $1.8M | $23.05 |
As of 2025 Q4 — sorted by position size