SCHB — SCHWAB STRATEGIC TR

Ownership history in Dorato Capital Management  ·  1 quarter on record

This page tracks every 13F SEC filing in which Dorato Capital Management reported a position in SCHWAB STRATEGIC TR (SCHB). 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
1.88% (2025 Q4)
Avg. % of fund
1.88%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 93,710 — — 1.88% $2.5M $26.23
% of Fund (quarterly)    SCHB price (monthly, adj. close)

Other funds also holding SCHB

As of 2025 Q4 — sorted by position size

HT Partners LLC 3Y 7Y 47.44% Evergreen Advisors, LLC 3Y 7Y 39.45% Appalachian Capital Management Ltd 32.7% Strid Group, LLC 3Y 7Y 28.46% MYECFO, LLC 27.62% Morton Brown Family Wealth, LLC 3Y 27.48% TruNorth Capital Management, LLC 25.34% REBALANCE, LLC 3Y 22.94% Hanson & Doremus Investment Management 3Y 7Y 22.09% Schaeffer Financial LLC 3Y 20.19%
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