SCHA — SCHWAB STRATEGIC TR

Ownership history in DAGCO, INC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which DAGCO, INC. 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.

Peak position
0.01% (2024 Q1)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 642 — 0% 0.00% $18K $27.77
2025 Q2 UNCHANGED 642 — 0% 0.00% $16K $25.11
2025 Q1 ADDED 642 +321 +100.0% 0.00% $15K $23.17
2024 Q3 UNCHANGED 321 — 0% 0.01% $17K $25.26
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHA price (monthly, adj. close)

Other funds also holding SCHA

As of 2025 Q4 — sorted by position size

93 Financial Group, LLC 20.69% SIMS INVESTMENT MANAGEMENT, LLC 18.43% Strategic Financial Planning, Inc. 3Y 11.41% ZynergyRetirementPlanningLLC 10.2% FIDELIS iM, LLC 3Y 9.1% Mokosak Advisory Group, LLC 3Y 7Y 8.7% ForthRight Wealth Management, LLC 3Y 7.79% Waterford Advisors, LLC 3Y 7.51% Joule Financial, LLC 3Y 6.85% Ascension Capital Advisors, Inc. 3Y 6.84%
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