SCHG — SCHWAB STRATEGIC TR

Ownership history in Bridge Advisory, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Bridge Advisory, LLC reported a position in SCHWAB STRATEGIC TR (SCHG). 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
2.34% (2024 Q2)
Avg. % of fund
1.96%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 43,670 -3,521 -7.5% 2.16% $4.5M $25.91
2024 Q2 ADDED 47,191 +1,931 +4.3% 2.34% $4.8M $25.06
2024 Q1 ADDED 45,260 +14,778 +48.5% 2.08% $4.2M $23.01
2023 Q4 INITIATED 30,482 — — 1.27% $2.5M —
% of Fund (quarterly)    SCHG price (monthly, adj. close)

Other funds also holding SCHG

As of 2025 Q4 — sorted by position size

HRC WEALTH MANAGEMENT, LLC 35.12% Northern Capital Management, Inc. 3Y 30.05% Thrive Wealth Management, LLC 3Y 23.59% Marquette Asset Management, LLC 3Y 7Y 20.44% CDKV HOLDINGS LLC 19.22% BURKETT FINANCIAL SERVICES, LLC 17.81% VISIONARY HORIZONS, LLC 17.73% Triton Wealth Management, PLLC 3Y 17.62% Richardson Capital Management LLC 16.69% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 16.48%
← Back to Bridge Advisory, LLC Holdings