Ownership history in Friday Financial · 5 quarters on record
This page tracks every 13F SEC filing in which Friday Financial 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 | 190,382 | -72,318 | -27.5% | 1.61% | $4.6M | $24.04 |
| 2025 Q3 | ADDED | 262,700 | +114,515 | +77.3% | 2.56% | $6.1M | $22.63 |
| 2025 Q2 | REDUCED | 148,185 | -3,558 | -2.3% | 1.67% | $3.3M | $21.49 |
| 2025 Q1 | ADDED | 151,743 | +1,566 | +1.0% | 1.81% | $3.0M | $19.10 |
| 2024 Q4 | INITIATED | 150,177 | — | — | 1.91% | $2.8M | $17.87 |
As of 2025 Q4 — sorted by position size