SCHJ SCHWAB STRATEGIC TR

Ownership history in Columbus Macro, LLC  ·  15 quarters on record

AI Ownership Summary

Columbus Macro, LLC reported SCHWAB STRATEGIC TR (SCHJ) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.79% in 2024 Q1. The latest visible filing shows SCHJ at 1.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Columbus Macro, LLC's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHJ was reported at 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.79% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Columbus Macro, LLC held SCHJ — position size vs. price
% of Fund (quarterly)    SCHJ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 446,316 +12,767 +2.9% 1.22% $11.1M 2026-02-14 (Est.) $24.90
2025 Q3 ADDED 433,549 +6,725 +1.6% 1.23% $10.8M 2025-10-16 $24.54
2025 Q2 REDUCED 426,824 -8,660 -2.0% 1.30% $10.6M 2025-07-23 $24.02
2025 Q1 REDUCED 435,484 -3,595 -0.8% 1.41% $10.7M 2025-04-17 $23.55
2024 Q4 ADDED 439,079 +246,402 +127.9% 1.48% $10.7M 2025-01-24 $23.21
2024 Q3 ADDED 192,677 +43,376 +29.1% 2.66% $7.3M 2024-10-18 $23.15
2024 Q2 REDUCED 149,301 -3,042 -2.0% 2.79% $7.2M 2024-07-12 $22.61
2024 Q1 ADDED 152,343 +43,965 +40.6% 2.79% $7.4M 2024-04-12 $22.04
2023 Q4 ADDED 108,378 +70,378 +185.2% 2.07% $5.2M 2024-01-19 $22.01
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Columbus Macro, LLC and SCHJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Columbus Macro, LLC reported owning SCHJ?

Columbus Macro, LLC reported SCHJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHJ position in Columbus Macro, LLC's portfolio?

The largest reported portfolio weight for SCHJ was 2.79% in 2024 Q1.

What is the latest reported SCHJ position on this page?

The most recent filing on this page is 2025 Q4, when Columbus Macro, LLC reported 446,316 shares, equal to 1.22% of portfolio, with an estimated market value of $11.1M.

What does the chart on this SCHJ ownership page compare?

The chart compares Columbus Macro, LLC's quarterly SCHJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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