Ownership history in Crane Advisory, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Crane Advisory, LLC reported a position in SCHWAB STRATEGIC TR (SCHR). 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 | ADDED | 2,783,217 | +976,360 | +54.0% | 10.55% | $69.8M | $24.92 |
| 2025 Q3 | ADDED | 1,806,857 | +47,811 | +2.7% | 7.12% | $45.3M | $24.66 |
| 2025 Q2 | REDUCED | 1,759,046 | -12,853 | -0.7% | 7.22% | $43.6M | $24.32 |
| 2025 Q1 | REDUCED | 1,771,899 | -88,349 | -4.7% | 7.86% | $43.5M | $23.92 |
| 2024 Q4 | ADDED | 1,860,248 | +879,854 | +89.7% | 7.91% | $45.1M | $23.22 |
| 2024 Q3 | ADDED | 980,394 | +1,077 | +0.1% | 8.83% | $48.8M | $23.89 |
| 2024 Q2 | REDUCED | 979,317 | -512,194 | -34.3% | 9.24% | $47.9M | $22.81 |
| 2024 Q1 | ADDED | 1,491,511 | +1,030,338 | +223.4% | 14.66% | $72.7M | $22.72 |
| 2023 Q4 | INITIATED | 461,173 | — | — | 5.12% | $22.8M | — |
As of 2025 Q4 — sorted by position size