Ownership history in FINANCIAL CONSULATE, INC · 45 quarters on record
This page tracks every 13F SEC filing in which FINANCIAL CONSULATE, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,823,619 | +9,562 | +0.5% | 5.99% | $43.8M | $24.04 |
| 2025 Q3 | REDUCED | 1,814,057 | -15,847 | -0.9% | 5.96% | $42.2M | $22.63 |
| 2025 Q2 | REDUCED | 1,829,904 | -35,542 | -1.9% | 7.98% | $40.4M | $21.49 |
| 2025 Q1 | REDUCED | 1,865,446 | -844,364 | -31.2% | 9.31% | $36.9M | $19.10 |
| 2024 Q4 | ADDED | 2,709,810 | +1,366,974 | +101.8% | 13.30% | $50.1M | $17.87 |
| 2024 Q3 | ADDED | 1,342,836 | +25,234 | +1.9% | 14.66% | $55.2M | $19.43 |
| 2024 Q2 | ADDED | 1,317,602 | +20,719 | +1.6% | 14.84% | $50.6M | $18.15 |
| 2024 Q1 | ADDED | 1,296,883 | +12,833 | +1.0% | 14.95% | $50.6M | $18.26 |
| 2023 Q4 | ADDED | 1,284,050 | +22,056 | +1.7% | 15.61% | $47.5M | $17.30 |
| 2023 Q3 | REDUCED | 1,261,994 | -26,166 | -2.0% | 18.92% | $42.9M | $15.58 |
As of 2025 Q4 — sorted by position size