SCHV — 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 (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
4.6% (2023 Q3)
Avg. % of fund
2.28%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 352,010 +946 +0.3% 3.20% $10.2M $28.95
2025 Q2 ADDED 351,064 +13,338 +3.9% 2.99% $9.7M $27.38
2025 Q1 ADDED 337,726 +6,025 +1.8% 3.36% $9.0M $26.16
2024 Q4 ADDED 331,701 +227,517 +218.4% 2.63% $8.6M $25.52
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHV price (monthly, adj. close)

Other funds also holding SCHV

As of 2025 Q4 — sorted by position size

Mokosak Advisory Group, LLC 3Y 7Y 22.65% HRC WEALTH MANAGEMENT, LLC 18.25% Northern Capital Management, Inc. 3Y 17.38% DRAVO BAY LLC 3Y 15.81% RAINEY & RANDALL WEALTH ADVISORS INC. 3Y 7Y 14.39% MATHER GROUP, LLC. 3Y 7Y 10.71% Peak Wealth Management LLC 10.59% Veery Capital, LLC 3Y 10.32% BALLAST ADVISORS LLC 3Y 9.27% GenWealth Group, Inc. 3Y 7Y 8.56%
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