SCHX — 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 (SCHX). 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
4.81% (2024 Q3)
Avg. % of fund
3.79%
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 176,500 -4,428 -2.4% 3.05% $4.7M $26.91
2025 Q3 REDUCED 180,928 -6,229 -3.3% 3.10% $4.7M $26.26
2025 Q2 REDUCED 187,157 -38,535 -17.1% 3.25% $4.6M $24.30
2025 Q1 ADDED 225,692 +7,043 +3.2% 4.10% $5.0M $21.89
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHX price (monthly, adj. close)

Other funds also holding SCHX

As of 2025 Q4 — sorted by position size

Raine Group LLC 3Y 72.18% SAGE FINANCIAL GROUP INC 3Y 7Y 42.45% SIMS INVESTMENT MANAGEMENT, LLC 32.53% Northwest Quadrant Wealth Management, LLC 3Y 7Y 29.5% Diversified Enterprises, LLC 27.15% Richardson Capital Management LLC 23.6% BlueSky Wealth Advisors, LLC 3Y 7Y 22.06% HBK Sorce Advisory LLC 3Y 7Y 21.57% Elite Life Management LLC 21.09% Koss-Olinger Consulting, LLC 3Y 20.85%
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