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 (SCHB). 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 | 586,053 | +10,116 | +1.8% | 4.33% | $15.4M | $26.23 |
| 2025 Q3 | ADDED | 575,937 | +32,129 | +5.9% | 4.45% | $14.8M | $25.63 |
| 2025 Q2 | ADDED | 543,808 | +17,204 | +3.3% | 4.31% | $13.0M | $23.69 |
| 2025 Q1 | ADDED | 526,604 | +340,441 | +182.9% | 4.11% | $11.3M | $21.34 |
| 2024 Q4 | UNCHANGED | 186,163 | — | 0% | 5.29% | $12.4M | $22.43 |
| 2024 Q3 | ADDED | 186,163 | +51,336 | +38.1% | 5.29% | $12.4M | $21.83 |
| 2024 Q2 | ADDED | 134,827 | +1,095 | +0.8% | 4.54% | $8.5M | $20.57 |
| 2024 Q1 | ADDED | 133,732 | +117 | +0.1% | 4.43% | $8.2M | $19.91 |
| 2023 Q4 | ADDED | 133,615 | +1,591 | +1.2% | 4.23% | $7.4M | $18.10 |
| 2023 Q3 | ADDED | 132,024 | +494 | +0.4% | 4.23% | $6.6M | $16.14 |
As of 2025 Q4 — sorted by position size