SCHO SCHWAB STRATEGIC TR

Ownership history in EWG Elevate Inc.  ·  20 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate 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
0.27% (2025 Q1)
Avg. % of fund
0.17%
First filed
2020 Q3
Last filed
2025 Q2
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 29,110 -607 -2.0% 0.22% $710K $23.67
2025 Q1 ADDED 29,717 +962 +3.3% 0.27% $723K $23.39
2024 Q4 ADDED 28,755 +16,139 +127.9% 0.21% $692K $22.95
2024 Q3 REDUCED 12,616 -167 -1.3% 0.25% $618K $23.05
2024 Q2 ADDED 12,783 +2,898 +29.3% 0.22% $615K $22.40
2024 Q1 ADDED 9,885 +271 +2.8% 0.18% $477K $22.20
2023 Q4 ADDED 9,614 +2,371 +32.7% 0.19% $466K $22.14
2023 Q3 ADDED 7,243 +375 +5.5% 0.16% $347K $21.59
2023 Q2 ADDED 6,868 +542 +8.6% 0.14% $330K $21.45
2023 Q1 ADDED 6,326 +1,023 +19.3% 0.13% $309K $21.58
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% of Fund (quarterly)    SCHO price (monthly, adj. close)
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