SCHM — SCHWAB STRATEGIC TR

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 (SCHM). 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
3.8% (2024 Q3)
Avg. % of fund
3.21%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 142,078 -3,303 -2.3% 2.74% $4.3M $30.07
2025 Q3 REDUCED 145,381 -3,322 -2.2% 2.82% $4.3M $29.51
2025 Q2 REDUCED 148,703 -10,394 -6.5% 2.97% $4.2M $27.81
2025 Q1 ADDED 159,097 +14,808 +10.3% 3.43% $4.2M $25.88
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHM price (monthly, adj. close)

Other funds also holding SCHM

As of 2025 Q4 — sorted by position size

93 Financial Group, LLC 21.17% RIVER'S EDGE WEALTH MANAGEMENT, LLC 11.83% Cannon Capital Management, Inc. 11.53% Womack Financial LLC 10.6% Financial Planning Navigators CORP 10.22% Mokosak Advisory Group, LLC 3Y 7Y 8.59% Legacy Wealth Management, Inc 3Y 7Y 7.48% Advisory Alpha, LLC 3Y 7Y 6.84% HORIZON FINANCIAL SERVICES, LLC 3Y 6.82% BUSH INVESTMENT GROUP, LLC 6.38%
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