SCHF SCHWAB STRATEGIC TR

Ownership history in Brooklyn FI, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Brooklyn FI, LLC 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.

Peak position
3.87% (2025 Q1)
Avg. % of fund
2.04%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 583,881 +62,976 +12.1% 3.00% $14.0M $24.04
2025 Q3 REDUCED 520,905 -10,798 -2.0% 2.71% $12.1M $22.63
2025 Q2 REDUCED 531,703 -100,356 -15.9% 3.01% $11.8M $21.49
2025 Q1 REDUCED 632,059 -23,542,586 -97.4% 3.87% $12.6M $19.10
2024 Q4 ADDED 24,174,645 +23,988,859 +12912.1% 2.61% $499.7M $17.87
2024 Q3 ADDED 185,786 +35,735 +23.8% 2.69% $7.6M $19.43
2024 Q2 ADDED 150,051 +28,432 +23.4% 2.25% $5.8M $18.15
2024 Q1 ADDED 121,619 +4,861 +4.2% 1.95% $4.7M $18.26
2023 Q4 REDUCED 116,758 -5,839 -4.8% 2.03% $4.3M $17.30
2023 Q3 ADDED 122,597 +57,404 +88.1% 2.24% $4.2M $15.58
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHF price (monthly, adj. close)
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