Ownership history in Friedenthal Financial · 49 quarters on record
This page tracks every 13F SEC filing in which Friedenthal Financial reported a position in Schwab Strategic Tr (SCHA). 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 | 244,365 | -12,692 | -4.9% | 3.58% | $7.0M | $28.48 |
| 2025 Q3 | ADDED | 257,057 | +7,320 | +2.9% | 3.70% | $7.2M | $27.77 |
| 2025 Q2 | ADDED | 249,737 | +15,953 | +6.8% | 3.46% | $6.3M | $25.11 |
| 2025 Q1 | REDUCED | 233,784 | -9,294 | -3.8% | 3.27% | $5.5M | $23.17 |
| 2024 Q4 | ADDED | 243,078 | +120,741 | +98.7% | 3.67% | $6.3M | $25.52 |
| 2024 Q3 | ADDED | 122,337 | +920 | +0.8% | 3.69% | $6.3M | $25.26 |
| 2024 Q2 | ADDED | 121,417 | +1,199 | +1.0% | 3.59% | $5.8M | $23.19 |
| 2024 Q1 | REDUCED | 120,218 | -3,588 | -2.9% | 3.64% | $5.9M | $23.98 |
| 2023 Q4 | ADDED | 123,806 | +1,674 | +1.4% | 3.81% | $5.8M | $22.96 |
| 2023 Q3 | ADDED | 122,132 | +552 | +0.5% | 3.43% | $5.1M | $20.02 |
As of 2025 Q4 — sorted by position size