Ownership history in Bond & Devick Financial Network, Inc. · 21 quarters on record
This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. reported a position in SCHWAB STRATEGIC TR (SCHF). 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 | ADDED | 262,374 | +5,149 | +2.0% | 1.78% | $6.3M | $24.04 |
| 2025 Q3 | ADDED | 257,225 | +7,395 | +3.0% | 1.80% | $6.0M | $22.63 |
| 2025 Q2 | ADDED | 249,830 | +6,520 | +2.7% | 1.84% | $5.5M | $21.49 |
| 2025 Q1 | ADDED | 243,310 | +126,610 | +108.5% | 1.75% | $4.8M | $19.10 |
| 2024 Q4 | UNCHANGED | 116,700 | — | 0% | 2.05% | $4.8M | $17.87 |
| 2024 Q3 | ADDED | 116,700 | +1,431 | +1.2% | 2.05% | $4.8M | $19.43 |
| 2024 Q2 | ADDED | 115,269 | +1,177 | +1.0% | 2.37% | $4.4M | $18.15 |
| 2024 Q1 | ADDED | 114,092 | +39 | +0.0% | 2.41% | $4.5M | $18.26 |
| 2023 Q4 | ADDED | 114,053 | +5,508 | +5.1% | 2.40% | $4.2M | $17.30 |
| 2023 Q3 | ADDED | 108,545 | +296 | +0.3% | 2.37% | $3.7M | $15.58 |
As of 2025 Q4 — sorted by position size