Ownership history in Code Waechter LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Code Waechter LLC reported a position in SCHWAB STRATEGIC TR (SCHA). 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 | REDUCED | 80,391 | -230 | -0.3% | 1.47% | $2.3M | $28.48 |
| 2025 Q3 | REDUCED | 80,621 | -9,458 | -10.5% | 1.48% | $2.3M | $27.77 |
| 2025 Q2 | REDUCED | 90,079 | -5,685 | -5.9% | 1.62% | $2.3M | $25.11 |
| 2025 Q1 | ADDED | 95,764 | +13,131 | +15.9% | 1.85% | $2.2M | $23.17 |
| 2024 Q4 | ADDED | 82,633 | +41,159 | +99.2% | 1.86% | $2.1M | $25.52 |
| 2024 Q3 | INITIATED | 41,474 | — | — | 2.04% | $2.1M | $25.26 |
As of 2025 Q4 — sorted by position size