SCHV — SCHWAB STRATEGIC TR

Ownership history in Foster Group, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Foster Group, 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
0.01% (2023 Q1)
Avg. % of fund
0.01%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,907 +17 +0.2% 0.01% $230K $28.95
2025 Q2 ADDED 7,890 +4,843 +158.9% 0.01% $218K $27.38
2023 Q2 REDUCED 3,047 -116 -3.7% 0.01% $204K $21.12
2023 Q1 INITIATED 3,163 — — 0.01% $207K $20.52
% 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%
← Back to Foster Group, Inc. Holdings