SCHV 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 (SCHV). 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
1.59% (2025 Q3)
Avg. % of fund
0.75%
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 52,307 +828 +1.6% 1.58% $1.5M $29.61
2025 Q3 ADDED 51,479 +6,867 +15.4% 1.59% $1.5M $28.95
2025 Q2 ADDED 44,612 +655 +1.5% 1.43% $1.2M $27.38
2025 Q1 ADDED 43,957 +7,868 +21.8% 1.43% $1.2M $26.16
2024 Q4 ADDED 36,089 +22,512 +165.8% 1.17% $941K $25.52
2024 Q3 ADDED 13,577 +479 +3.7% 1.12% $1.1M $26.07
2024 Q2 ADDED 13,098 +1,269 +10.7% 1.00% $970K $23.90
2024 Q1 ADDED 11,829 +1,752 +17.4% 0.51% $899K $24.37
2023 Q4 ADDED 10,077 +1,320 +15.1% 0.46% $706K $22.36
2023 Q3 ADDED 8,757 +904 +11.5% 0.40% $560K $20.42
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHV price (monthly, adj. close)
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