Ownership history in Donor Advised Charitable Giving, Inc. · 27 quarters on record
This page tracks every 13F SEC filing in which Donor Advised Charitable Giving, Inc. reported a position in SCHWAB STRATEGIC TR (FNDX). 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 | 22,370 | +99 | +0.4% | 0.01% | $609K | $27.21 |
| 2025 Q3 | ADDED | 22,271 | +92 | +0.4% | 0.01% | $586K | $26.18 |
| 2025 Q2 | ADDED | 22,179 | +97 | +0.4% | 0.01% | $544K | $24.33 |
| 2025 Q1 | REDUCED | 22,082 | -2,432 | -9.9% | 0.02% | $521K | $23.30 |
| 2024 Q4 | ADDED | 24,514 | +16,381 | +201.4% | 0.01% | $581K | $23.27 |
| 2024 Q3 | ADDED | 8,133 | +72 | +0.9% | 0.01% | $584K | $23.39 |
| 2024 Q2 | UNCHANGED | 8,061 | — | 0% | 0.01% | $540K | $21.74 |
| 2024 Q1 | ADDED | 8,061 | +35 | +0.4% | 1.00% | $543K | $21.77 |
| 2023 Q4 | ADDED | 8,026 | +120 | +1.5% | 0.03% | $497K | $19.93 |
| 2023 Q1 | ADDED | 7,906 | +38 | +0.5% | 0.04% | $434K | $17.40 |
As of 2025 Q4 — sorted by position size