SCHR β€” Schwab Strategic TR INTRM TRM T

Ownership history in First County Bank /CT/  Β·  4 quarters on record

AI Ownership Summary

First County Bank /CT/ reported Schwab Strategic TR INTRM TRM T (SCHR) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.2% in 2025 Q1. The latest visible filing shows SCHR at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First County Bank /CT/'s position in Schwab Strategic TR INTRM TRM T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHR was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First County Bank /CT/ held SCHR β€” position size vs. price
% of Fund (quarterly)    SCHR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 13,044 +383 +3.0% 0.17% $327K 2026-01-14 $24.89
2025 Q3 ADDED 12,661 +591 +4.9% 0.16% $318K 2025-10-08 $24.61
2025 Q2 REDUCED 12,070 -2,674 -18.1% 0.16% $302K 2025-07-17 $24.02
2025 Q1 INITIATED 14,744 β€” β€” 0.20% $367K 2025-04-07 $23.98

🏒 Other funds also holding SCHR

As of 2026 Q1 β€” sorted by position size

Beacon Wealthcare LLC 3Y 12.38% Bangor Savings Bank 3Y 7Y 0.02% Investors Research Corp 3Y 7Y 0.0%

FAQ About First County Bank /CT/ and SCHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has First County Bank /CT/ reported owning SCHR?

First County Bank /CT/ reported SCHR across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SCHR position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for SCHR was 0.20% in 2025 Q1.

What is the latest reported SCHR position on this page?

The most recent filing on this page is 2025 Q4, when First County Bank /CT/ reported 13,044 shares, equal to 0.17% of portfolio, with an estimated market value of $327K.

What does the chart on this SCHR ownership page compare?

The chart compares First County Bank /CT/'s quarterly SCHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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