Ownership history in FC Advisory LLC · 35 quarters on record
This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in SCHWAB STRATEGIC TR (SCHP). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 323,255 | +11,087 | +3.6% | 2.46% | $8.6M | $26.49 |
| 2025 Q3 | ADDED | 312,168 | +2,603 | +0.8% | 2.46% | $8.4M | $26.51 |
| 2025 Q2 | ADDED | 309,565 | +890 | +0.3% | 2.55% | $8.3M | $25.96 |
| 2025 Q1 | ADDED | 308,675 | +12,167 | +4.1% | 2.81% | $8.3M | $25.84 |
| 2024 Q4 | ADDED | 296,508 | +154,571 | +108.9% | 2.57% | $7.7M | $24.81 |
| 2024 Q3 | ADDED | 141,937 | +9,831 | +7.4% | 2.56% | $7.6M | $25.54 |
| 2024 Q2 | ADDED | 132,106 | +1,425 | +1.1% | 2.52% | $6.9M | $24.52 |
| 2024 Q1 | ADDED | 130,681 | +5,351 | +4.3% | 2.51% | $6.8M | $24.32 |
| 2023 Q4 | REDUCED | 125,330 | -41 | -0.0% | 2.53% | $6.5M | $24.34 |
| 2023 Q3 | ADDED | 125,371 | +686 | +0.6% | 2.66% | $6.3M | $23.26 |
As of 2025 Q4 — sorted by position size