Ownership history in Five Oceans Advisors · 18 quarters on record
This page tracks every 13F SEC filing in which Five Oceans Advisors 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 | REDUCED | 209,389 | -936 | -0.4% | 1.78% | $5.0M | $24.04 |
| 2025 Q3 | REDUCED | 210,325 | -119 | -0.1% | 1.80% | $4.9M | $22.63 |
| 2025 Q2 | REDUCED | 210,444 | -4,098 | -1.9% | 1.98% | $4.7M | $21.49 |
| 2025 Q1 | UNCHANGED | 214,542 | — | 0% | 2.03% | $4.2M | $19.10 |
| 2024 Q4 | ADDED | 214,542 | +106,481 | +98.5% | 1.82% | $4.0M | $17.87 |
| 2024 Q3 | REDUCED | 108,061 | -6,790 | -5.9% | 2.13% | $4.4M | $19.43 |
| 2024 Q2 | REDUCED | 114,851 | -1 | -0.0% | 2.31% | $4.4M | $18.15 |
| 2024 Q1 | REDUCED | 114,852 | -1,691 | -1.5% | 2.30% | $4.5M | $18.26 |
| 2023 Q4 | REDUCED | 116,543 | -1,057 | -0.9% | 2.41% | $4.3M | $17.30 |
| 2023 Q3 | REDUCED | 117,600 | -55 | -0.0% | 2.56% | $4.0M | $15.58 |
As of 2025 Q4 — sorted by position size