SCHF SCHWAB STRATEGIC TR

Ownership history in EWG Elevate Inc.  ·  24 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in SCHWAB STRATEGIC TR (SCHF). 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
6.44% (2025 Q2)
Avg. % of fund
4.54%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 724,931 -221,210 -23.4% 5.27% $16.9M $22.63
2025 Q2 ADDED 946,141 +386,953 +69.2% 6.44% $20.9M $21.49
2025 Q1 ADDED 559,188 +8,534 +1.5% 4.13% $11.1M $19.10
2024 Q4 ADDED 550,654 +299,861 +119.6% 3.10% $10.2M $17.87
2024 Q3 ADDED 250,793 +37,468 +17.6% 4.14% $10.3M $19.43
2024 Q2 REDUCED 213,325 -1,666 -0.8% 2.99% $8.2M $18.15
2024 Q1 REDUCED 214,991 -26,849 -11.1% 3.19% $8.4M $18.26
2023 Q4 REDUCED 241,840 -151,688 -38.5% 3.71% $8.9M $17.30
2023 Q3 REDUCED 393,528 -2,679 -0.7% 6.04% $13.4M $15.58
2023 Q2 ADDED 396,207 +71,622 +22.1% 5.84% $14.1M $16.36
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHF price (monthly, adj. close)
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