SCHO SCHWAB STRATEGIC TR

Ownership history in ETF Store, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which ETF Store, Inc. reported a position in SCHWAB STRATEGIC TR (SCHO). 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
7.5% (2022 Q2)
Avg. % of fund
3.91%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 118,758 +2,368 +2.0% 2.95% $2.9M $24.21
2025 Q3 REDUCED 116,390 -7,484 -6.0% 3.01% $2.8M $23.94
2025 Q2 REDUCED 123,874 -6,794 -5.2% 3.50% $3.0M $23.67
2025 Q1 ADDED 130,668 +21,903 +20.1% 3.90% $3.2M $23.39
2024 Q4 ADDED 108,765 +51,393 +89.6% 3.25% $2.6M $22.95
2024 Q3 REDUCED 57,372 -1,143 -2.0% 2.89% $2.8M $23.05
2024 Q2 REDUCED 58,515 -20,530 -26.0% 2.90% $2.8M $22.40
2024 Q1 REDUCED 79,045 -11,537 -12.7% 2.17% $3.8M $22.20
2023 Q4 REDUCED 90,582 -7,047 -7.2% 2.84% $4.4M $22.14
2023 Q3 ADDED 97,629 +16,046 +19.7% 3.33% $4.7M $21.59
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHO price (monthly, adj. close)
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