Ownership history in Bond & Devick Financial Network, Inc. · 13 quarters on record
This page tracks every 13F SEC filing in which Bond & Devick Financial Network, Inc. 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 Q3 | REDUCED | 8,453 | -56 | -0.7% | 0.06% | $206K | $23.94 |
| 2025 Q1 | REDUCED | 8,509 | -3,289 | -27.9% | 0.08% | $207K | $23.39 |
| 2023 Q2 | REDUCED | 11,798 | -24,094 | -67.1% | 0.35% | $567K | $21.45 |
| 2023 Q1 | REDUCED | 35,892 | -17,185 | -32.4% | 1.12% | $1.8M | $21.58 |
| 2022 Q4 | REDUCED | 53,077 | -6,781 | -11.3% | 1.82% | $2.6M | $21.23 |
| 2022 Q3 | ADDED | 59,858 | +3,872 | +6.9% | 2.39% | $2.9M | $21.08 |
| 2022 Q2 | REDUCED | 55,986 | -16,109 | -22.3% | 2.41% | $2.8M | $21.41 |
| 2022 Q1 | ADDED | 72,095 | +5,651 | +8.5% | 2.86% | $3.6M | $21.53 |
| 2021 Q4 | ADDED | 66,444 | +6,414 | +10.7% | 2.53% | $3.4M | $22.08 |
| 2021 Q3 | ADDED | 60,030 | +7,647 | +14.6% | 2.55% | $3.1M | $22.21 |
As of 2025 Q4 — sorted by position size