SCHG β€” SCHWAB STRATEGIC TR

Ownership history in DAHRING | CUSMANO LLC  Β·  5 quarters on record

AI Ownership Summary

DAHRING | CUSMANO LLC reported SCHWAB STRATEGIC TR (SCHG) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 12.14% in 2025 Q4. The latest visible filing shows SCHG at 12.14% 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.

What this SCHG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DAHRING | CUSMANO 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

SCHG was reported at 12.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.14% in 2025 Q4

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

Time in book
Holding Window
2024 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 DAHRING | CUSMANO LLC held SCHG β€” position size vs. price
% of Fund (quarterly)    SCHG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 534,982 +20,127 +3.9% 12.14% $17.5M 2026-02-14 (Est.) $30.39
2025 Q3 ADDED 514,855 +15,938 +3.2% 11.87% $16.4M 2025-11-07 $32.29
2025 Q2 ADDED 498,917 +17,742 +3.7% 11.35% $14.6M 2025-08-05 $29.77
2025 Q1 ADDED 481,175 +21,235 +4.6% 10.38% $12.0M 2025-05-05 $25.84
2024 Q4 INITIATED 459,940 β€” β€” 11.63% $12.8M 2025-02-03 $28.02

FAQ About DAHRING | CUSMANO LLC and SCHG

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

How long has DAHRING | CUSMANO LLC reported owning SCHG?

DAHRING | CUSMANO LLC reported SCHG across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SCHG position in DAHRING | CUSMANO LLC's portfolio?

The largest reported portfolio weight for SCHG was 12.14% in 2025 Q4.

What is the latest reported SCHG position on this page?

The most recent filing on this page is 2025 Q4, when DAHRING | CUSMANO LLC reported 534,982 shares, equal to 12.14% of portfolio, with an estimated market value of $17.5M.

What does the chart on this SCHG ownership page compare?

The chart compares DAHRING | CUSMANO LLC's quarterly SCHG 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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