SCHF — SCHWAB STRATEGIC TR

Ownership history in DOHJ, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which DOHJ, LLC reported a position in SCHWAB STRATEGIC TR (SCHF). 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
1.91% (2025 Q2)
Avg. % of fund
1.32%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 326,812 — 0% 1.91% $6.6M $22.63
2025 Q2 ADDED 326,812 +291,970 +838.0% 1.91% $6.6M $21.49
2025 Q1 INITIATED 34,842 — — 0.16% $689K $19.10
% of Fund (quarterly)    SCHF price (monthly, adj. close)

Other funds also holding SCHF

As of 2025 Q4 — sorted by position size

Blue Barn Wealth, LLC 3Y 19.85% Evergreen Advisors, LLC 3Y 7Y 14.37% BUSH INVESTMENT GROUP, LLC 13.93% ZynergyRetirementPlanningLLC 13.91% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 12.03% BRANDYWINE OAK PRIVATE WEALTH LLC 3Y 7Y 11.95% Empower Advisory Group, LLC 11.74% Red Tortoise LLC 3Y 11.64% Koesten, Hirschmann & Crabtree, INC. 3Y 11.42% Gemmer Asset Management LLC 3Y 7Y 11.01%
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