Ownership history in Etesian Wealth Advisors, Inc. · 7 quarters on record
This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in SCHWAB STRATEGIC TR (FNDE). 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 | 131,928 | +23,695 | +21.9% | 1.49% | $4.8M | $36.06 |
| 2025 Q3 | ADDED | 108,233 | +20,883 | +23.9% | 1.29% | $3.9M | $34.89 |
| 2025 Q2 | ADDED | 87,350 | +27,059 | +44.9% | 1.08% | $2.9M | $31.85 |
| 2025 Q1 | ADDED | 60,291 | +15,871 | +35.7% | 0.80% | $1.9M | $29.53 |
| 2024 Q4 | ADDED | 44,420 | +18,181 | +69.3% | 0.57% | $1.3M | $27.85 |
| 2024 Q3 | ADDED | 26,239 | +16,315 | +164.4% | 0.38% | $847K | $29.78 |
| 2024 Q2 | INITIATED | 9,924 | — | — | 0.16% | $293K | — |
As of 2025 Q4 — sorted by position size